+151.3%
INTC vs IRE
-84.4%
+235.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +14.0% | -9.5% | +2.8% |
| 7D | +7.1% | +54.8% | -47.7% | +1.4% |
| 30D | -5.2% | +18.4% | -23.6% | -8.2% |
| 3M | -14.3% | -66.7% | +52.4% | -10.2% |
| 6M | +110.2% | -52.3% | +162.5% | +107.8% |
| YTD | +159.6% | -52.3% | +211.9% | +153.1% |
| All | +151.3% | -84.4% | +235.7% | +150.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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