+165.3%
INTC vs META
+109.5%
+55.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.5% | +4.2% |
| 7D | +7.1% | +6.7% | +0.4% | +5.0% |
| 30D | -5.2% | +4.8% | -10.0% | -6.6% |
| 3M | -14.3% | -1.6% | -12.7% | -14.4% |
| 6M | +110.2% | -7.5% | +117.6% | +113.5% |
| YTD | +159.6% | -6.4% | +166.0% | +161.1% |
| 1Y | +289.3% | -17.3% | +306.6% | +307.6% |
| All | +165.3% | +109.5% | +55.9% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside META.
Daily Out/Under-Performance
Portfolio return minus META return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × META 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 META 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