+31.5%
INTC vs AS
+134.9%
-103.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.5% | +7.2% | +7.6% |
| 7D | -14.4% | +6.9% | -21.3% | -15.7% |
| 30D | -50.2% | +16.0% | -66.2% | -52.0% |
| 3M | -43.6% | -12.8% | -30.8% | -42.0% |
| 6M | -50.2% | -15.4% | -34.8% | -48.6% |
| YTD | +52.5% | -15.7% | +68.3% | +55.8% |
| 1Y | +51.1% | +6.1% | +45.1% | +46.0% |
| All | +31.5% | +134.9% | -103.3% | +15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling