+305.0%
INTC vs IRM
+20.9%
+284.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.0% | -3.6% | -4.4% |
| 7D | +9.4% | -1.8% | +11.2% | +10.6% |
| 30D | +2.7% | -7.8% | +10.4% | +7.8% |
| 3M | -6.3% | -7.9% | +1.6% | -1.6% |
| 6M | +114.5% | +6.3% | +108.1% | +114.3% |
| YTD | +171.9% | +38.2% | +133.7% | +150.8% |
| 1Y | +305.0% | +19.8% | +285.2% | +307.1% |
| All | +305.0% | +20.9% | +284.1% | +307.1% |
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