+127.8%
AAPL vs INTC
+104.7%
+23.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +1.4% |
| 7D | +3.8% | +7.5% | -3.6% | +2.6% |
| 30D | +9.9% | +2.0% | +8.0% | +9.3% |
| 3M | +12.5% | -12.0% | +24.5% | +13.1% |
| 6M | +27.6% | +114.5% | -86.9% | +6.1% |
| YTD | +22.6% | +179.0% | -156.4% | -5.2% |
| 1Y | +45.0% | +318.3% | -273.3% | +0.2% |
| 3Y | +87.8% | +171.2% | -83.5% | +37.0% |
| All | +127.8% | +104.7% | +23.1% | +78.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling