+155.1%
INTC vs B
+202.9%
-47.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.2% | +6.7% | +5.2% |
| 7D | +7.1% | -1.6% | +8.7% | +7.6% |
| 30D | -5.2% | +9.4% | -14.6% | -8.5% |
| 3M | -14.3% | +5.0% | -19.3% | -16.4% |
| 6M | +110.2% | -3.5% | +113.7% | +108.6% |
| YTD | +159.6% | +4.5% | +155.2% | +151.2% |
| 1Y | +289.3% | +67.8% | +221.5% | +226.6% |
| All | +155.1% | +202.9% | -47.8% | +76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling