+318.3%
INTC vs PBR
+74.3%
+244.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.5% | +2.6% |
| 7D | +7.5% | +5.4% | +2.1% | +7.3% |
| 30D | +2.0% | +22.9% | -20.9% | +1.5% |
| 3M | -12.0% | +19.6% | -31.6% | -12.1% |
| 6M | +114.5% | +16.5% | +98.1% | +110.7% |
| YTD | +179.0% | +86.7% | +92.3% | +149.8% |
| 1Y | +318.3% | +74.7% | +243.6% | +271.5% |
| All | +318.3% | +74.3% | +244.0% | +271.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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