+93.9%
INTC vs META
+65.5%
+28.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.5% | +4.2% |
| 7D | +7.1% | +6.7% | +0.4% | +4.8% |
| 30D | -5.2% | +4.8% | -10.0% | -6.7% |
| 3M | -14.3% | -1.6% | -12.7% | -14.8% |
| 6M | +110.2% | -7.5% | +117.6% | +113.1% |
| YTD | +159.6% | -6.4% | +166.0% | +160.5% |
| 1Y | +289.3% | -17.3% | +306.6% | +306.6% |
| 3Y | +166.1% | +109.9% | +56.1% | +96.7% |
| All | +93.9% | +65.5% | +28.3% | +40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling