+29.9%
AAPL vs INTC
+52.8%
-22.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.8% | +9.1% | +5.3% |
| 7D | +1.7% | -39.0% | +40.7% | +2.2% |
| 30D | +5.0% | -49.8% | +54.8% | +5.7% |
| 3M | +13.1% | -42.2% | +55.3% | +13.7% |
| 6M | +26.5% | -39.2% | +65.6% | +25.8% |
| YTD | +28.9% | +57.9% | -29.0% | +20.6% |
| 1Y | +29.9% | +57.4% | -27.5% | +21.7% |
| All | +29.9% | +52.8% | -22.9% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling