+165.3%
INTC vs IP
+21.5%
+143.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.2% | +2.3% | +4.0% |
| 7D | +7.1% | -5.3% | +12.3% | +8.5% |
| 30D | -5.2% | -10.9% | +5.6% | -2.6% |
| 3M | -14.3% | +11.2% | -25.5% | -17.7% |
| 6M | +110.2% | -10.2% | +120.4% | +112.6% |
| YTD | +159.6% | -2.0% | +161.6% | +154.8% |
| 1Y | +289.3% | -19.1% | +308.4% | +303.1% |
| All | +165.3% | +21.5% | +143.8% | +149.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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