+54.4%
INTC vs B
+24.4%
+30.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.2% | +1.3% | +3.6% |
| 7D | -1.0% | +11.3% | -12.3% | -5.9% |
| 30D | -43.3% | +2.9% | -46.2% | -43.8% |
| 3M | -41.6% | -2.9% | -38.7% | -41.1% |
| 6M | -52.5% | -1.2% | -51.3% | -53.0% |
| YTD | +60.9% | -1.3% | +62.2% | +59.0% |
| All | +54.4% | +24.4% | +30.0% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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