+57.4%
INTC vs IRM
+19.5%
+37.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -5.0% |
| 7D | -39.0% | +2.6% | -41.6% | -39.9% |
| 30D | -49.8% | +5.6% | -55.5% | -51.6% |
| 3M | -42.2% | -4.7% | -37.5% | -40.0% |
| 6M | -39.2% | -6.1% | -33.1% | -36.0% |
| YTD | +57.9% | +46.3% | +11.6% | +32.3% |
| 1Y | +57.4% | +18.7% | +38.6% | +51.2% |
| All | +57.4% | +19.5% | +37.9% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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