+133,470.8%
MSFT vs INTC
+15,836.7%
+117,634.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.5% | -6.5% | -3.8% |
| 7D | -2.7% | +7.1% | -9.8% | -5.4% |
| 30D | +2.7% | -5.2% | +7.9% | +4.3% |
| 3M | +17.0% | -14.3% | +31.3% | +18.7% |
| 6M | +23.8% | +110.2% | -86.4% | -18.3% |
| YTD | +4.0% | +159.6% | -155.6% | -39.8% |
| 1Y | -0.8% | +289.3% | -290.1% | -53.8% |
| 3Y | +55.6% | +166.1% | -110.5% | -26.0% |
| 5Y | +72.9% | +94.4% | -21.5% | -8.1% |
| 10Y | +875.8% | +227.7% | +648.1% | +277.1% |
| All | +133,470.8% | +15,836.7% | +117,634.1% | +5,765.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INTC.
Daily Out/Under-Performance
Portfolio return minus INTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded INTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling