+164.3%
INTC vs EWZ
+47.7%
+116.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.3% | -6.9% | -6.4% |
| 7D | +9.4% | +1.1% | +8.3% | +8.7% |
| 30D | +2.7% | +13.5% | -10.8% | -5.2% |
| 3M | -6.3% | +15.2% | -21.5% | -13.9% |
| 6M | +114.5% | +3.7% | +110.7% | +109.6% |
| YTD | +171.9% | +22.5% | +149.3% | +144.4% |
| 1Y | +305.0% | +35.3% | +269.8% | +243.5% |
| All | +164.3% | +47.7% | +116.6% | +112.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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