+98.1%
INTC vs EQT
+197.4%
-99.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.7% |
| 7D | +9.4% | -1.2% | +10.6% | +9.7% |
| 30D | +2.7% | +1.1% | +1.6% | +2.4% |
| 3M | -6.3% | +4.8% | -11.1% | -7.4% |
| 6M | +114.5% | -10.6% | +125.0% | +118.2% |
| YTD | +171.9% | +3.4% | +168.4% | +167.4% |
| 1Y | +305.0% | +8.7% | +296.3% | +294.5% |
| 3Y | +168.3% | +35.0% | +133.4% | +145.1% |
| All | +98.1% | +197.4% | -99.3% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling