+289.3%
INTC vs A
+21.7%
+267.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.6% | +3.9% | +4.4% |
| 7D | +7.1% | -1.9% | +9.0% | +7.6% |
| 30D | -5.2% | +6.9% | -12.1% | -6.9% |
| 3M | -14.3% | +9.2% | -23.5% | -16.5% |
| 6M | +110.2% | +25.7% | +84.5% | +94.7% |
| YTD | +159.6% | +11.5% | +148.1% | +161.2% |
| 1Y | +289.3% | +18.4% | +270.9% | +283.8% |
| All | +289.3% | +21.7% | +267.6% | +283.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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