+61.5%
INTC vs AS
-3.0%
+64.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -1.6% |
| 7D | +17.1% | -3.6% | +20.7% | +17.8% |
| 30D | -40.5% | +3.4% | -43.9% | -40.9% |
| 3M | -39.4% | -8.6% | -30.8% | -38.1% |
| 6M | -49.3% | -10.0% | -39.2% | -48.2% |
| YTD | +65.9% | -19.2% | +85.0% | +64.8% |
| 1Y | +61.5% | -3.8% | +65.3% | +50.7% |
| All | +61.5% | -3.0% | +64.5% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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