+61.5%
INTC vs B
+7.9%
+53.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -0.7% |
| 7D | +17.1% | -6.2% | +23.3% | +20.5% |
| 30D | -40.5% | -6.6% | -33.9% | -38.4% |
| 3M | -39.4% | -7.9% | -31.5% | -37.5% |
| 6M | -49.3% | -16.8% | -32.5% | -46.2% |
| YTD | +65.9% | -11.7% | +77.5% | +71.7% |
| 1Y | +61.5% | +3.5% | +58.0% | +58.7% |
| All | +61.5% | +7.9% | +53.6% | +58.7% |
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