+289.3%
INTC vs IBB
+51.5%
+237.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +5.2% |
| 7D | +7.1% | +1.4% | +5.7% | +5.8% |
| 30D | -5.2% | +10.5% | -15.7% | -14.3% |
| 3M | -14.3% | +23.6% | -37.9% | -31.4% |
| 6M | +110.2% | +22.6% | +87.6% | +68.8% |
| YTD | +159.6% | +25.7% | +133.9% | +105.9% |
| 1Y | +289.3% | +51.4% | +237.9% | +157.5% |
| All | +289.3% | +51.5% | +237.8% | +157.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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