+103.2%
INTC vs HBM
+327.6%
-224.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.8% |
| 7D | +7.5% | -3.3% | +10.7% | +8.7% |
| 30D | +2.0% | -4.8% | +6.8% | +3.2% |
| 3M | -12.0% | -0.4% | -11.6% | -12.3% |
| 6M | +114.5% | +17.9% | +96.7% | +102.7% |
| YTD | +179.0% | +33.7% | +145.3% | +153.3% |
| 1Y | +318.3% | +95.6% | +222.7% | +242.5% |
| 3Y | +171.2% | +458.1% | -286.9% | +67.6% |
| All | +103.2% | +327.6% | -224.4% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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