+179.4%
INTC vs A
+29.5%
+149.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.7% | +11.7% | +10.3% |
| 7D | +17.4% | -2.1% | +19.5% | +18.4% |
| 30D | +2.8% | +0.6% | +2.2% | +2.1% |
| 3M | -5.3% | +10.9% | -16.1% | -10.6% |
| 6M | +140.6% | +28.2% | +112.4% | +107.6% |
| YTD | +183.1% | +8.6% | +174.5% | +169.8% |
| 1Y | +326.8% | +15.5% | +311.2% | +290.3% |
| 3Y | +179.4% | +31.8% | +147.6% | +146.9% |
| All | +179.4% | +29.5% | +149.9% | +146.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling