+289.3%
INTC vs EXE
+3.1%
+286.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +4.6% |
| 7D | +7.1% | -0.3% | +7.3% | +7.1% |
| 30D | -5.2% | +8.5% | -13.7% | -5.8% |
| 3M | -14.3% | +5.5% | -19.8% | -14.6% |
| 6M | +110.2% | -5.9% | +116.1% | +112.7% |
| YTD | +159.6% | -9.7% | +169.3% | +163.8% |
| 1Y | +289.3% | +3.6% | +285.7% | +288.2% |
| All | +289.3% | +3.1% | +286.2% | +288.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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