+59.2%
INTC vs IR
+30.5%
+28.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.7% | +0.8% | +2.8% |
| 7D | -1.0% | +5.0% | -6.0% | -3.5% |
| 30D | -43.3% | +10.3% | -53.6% | -46.5% |
| 3M | -41.6% | -0.1% | -41.5% | -41.7% |
| 6M | -52.5% | +14.8% | -67.2% | -56.9% |
| YTD | +60.9% | +9.7% | +51.1% | +47.3% |
| 1Y | +55.7% | +12.2% | +43.5% | +39.9% |
| 3Y | +59.2% | +30.0% | +29.2% | +26.4% |
| All | +59.2% | +30.5% | +28.7% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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