+58.1%
INTC vs EWZ
+19.5%
+38.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -3.9% | -3.2% |
| 7D | +6.0% | +0.8% | +5.3% | +5.7% |
| 30D | -39.2% | -24.4% | -14.8% | -32.2% |
| 3M | -42.9% | -4.6% | -38.4% | -45.3% |
| 6M | -50.4% | -11.6% | -38.8% | -50.0% |
| YTD | +61.7% | +2.4% | +59.3% | +51.2% |
| 1Y | +66.1% | +2.1% | +64.1% | +54.9% |
| 3Y | +58.1% | +18.7% | +39.4% | +32.5% |
| All | +58.1% | +19.5% | +38.7% | +32.5% |
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