+93.9%
INTC vs P
+276.6%
-182.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.4% | +3.1% | +4.1% |
| 7D | +7.1% | +6.5% | +0.5% | +4.8% |
| 30D | -5.2% | +18.8% | -24.0% | -11.5% |
| 3M | -14.3% | +26.7% | -41.0% | -21.2% |
| 6M | +110.2% | +62.2% | +48.0% | +78.1% |
| YTD | +159.6% | +48.5% | +111.1% | +124.2% |
| 1Y | +289.3% | +26.4% | +262.9% | +244.4% |
| 3Y | +166.1% | +159.4% | +6.6% | +75.4% |
| All | +93.9% | +276.6% | -182.8% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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