+54.4%
INTC vs AS
+8.1%
+46.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.1% | +2.3% | +4.9% |
| 7D | -1.0% | +5.8% | -6.8% | -1.9% |
| 30D | -43.3% | +15.4% | -58.6% | -44.8% |
| 3M | -41.6% | -11.9% | -29.7% | -39.4% |
| 6M | -52.5% | -9.9% | -42.6% | -51.2% |
| YTD | +60.9% | -13.1% | +74.0% | +58.0% |
| All | +54.4% | +8.1% | +46.4% | +41.6% |
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