+17.7%
INTC vs P
+247.4%
-229.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +3.5% | +4.2% | +6.4% |
| 7D | -14.4% | -23.8% | +9.4% | -5.6% |
| 30D | -50.2% | -36.6% | -13.6% | -41.1% |
| 3M | -43.6% | +10.9% | -54.5% | -45.2% |
| 6M | -50.2% | +30.0% | -80.2% | -54.3% |
| YTD | +52.5% | +44.4% | +8.1% | +35.0% |
| 1Y | +51.1% | +3.9% | +47.2% | +44.1% |
| 3Y | +50.3% | +176.6% | -126.3% | -1.2% |
| All | +17.7% | +247.4% | -229.7% | -28.5% |
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