+62.0%
INTC vs APP
+357.9%
-295.9%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.2% | +2.3% | +4.2% |
| 7D | +7.1% | +0.9% | +6.2% | +6.9% |
| 30D | -5.2% | -23.3% | +18.1% | -2.0% |
| 3M | -14.3% | -42.6% | +28.3% | -7.9% |
| 6M | +110.2% | -33.6% | +143.8% | +118.6% |
| YTD | +159.6% | -52.4% | +212.0% | +179.9% |
| 1Y | +289.3% | -35.9% | +325.2% | +298.3% |
| 3Y | +166.1% | +642.2% | -476.2% | +72.9% |
| 5Y | +94.4% | +311.1% | -216.7% | +25.0% |
| All | +62.0% | +357.9% | -295.9% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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