+65.0%
INTC vs B
+13.3%
+51.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.6% | +9.1% | +8.2% |
| 7D | +7.3% | -2.7% | +9.9% | +8.5% |
| 30D | -38.3% | -4.3% | -34.0% | -36.9% |
| 3M | -36.0% | -2.3% | -33.7% | -35.9% |
| 6M | -51.7% | -16.2% | -35.5% | -49.1% |
| YTD | +69.4% | -8.8% | +78.2% | +73.0% |
| 1Y | +65.0% | +11.4% | +53.6% | +57.2% |
| All | +65.0% | +13.3% | +51.7% | +57.2% |
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