+58.1%
INTC vs IP
+18.8%
+39.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -4.0% | -2.9% |
| 7D | +6.0% | -0.3% | +6.3% | +6.1% |
| 30D | -39.2% | +7.9% | -47.1% | -40.5% |
| 3M | -42.9% | -15.3% | -27.6% | -40.8% |
| 6M | -50.4% | +10.5% | -60.9% | -52.5% |
| YTD | +61.7% | -9.4% | +71.1% | +61.3% |
| 1Y | +66.1% | -4.6% | +70.8% | +62.8% |
| 3Y | +58.1% | +21.2% | +36.9% | +59.6% |
| All | +58.1% | +18.8% | +39.3% | +59.6% |
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