+327.5%
INTC vs EXC
+5.9%
+321.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.7% | +8.3% | +9.4% |
| 7D | +17.4% | +1.2% | +16.2% | +18.1% |
| 30D | +2.8% | -2.7% | +5.5% | +1.2% |
| 3M | -5.3% | -1.0% | -4.3% | -5.9% |
| 6M | +140.6% | -9.3% | +149.9% | +133.7% |
| YTD | +183.1% | +3.6% | +179.5% | +186.3% |
| All | +327.5% | +5.9% | +321.5% | +420.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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