+17.7%
INTC vs PL
+20.8%
-3.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +10.4% | -2.7% | +5.9% |
| 7D | -14.4% | -6.8% | -7.6% | -13.3% |
| 30D | -50.2% | -29.3% | -21.0% | -47.0% |
| 3M | -43.6% | -44.8% | +1.1% | -37.7% |
| 6M | -50.2% | -68.4% | +18.2% | -40.5% |
| YTD | +52.5% | -36.4% | +88.9% | +61.5% |
| 1Y | +51.1% | +0.7% | +50.4% | +47.6% |
| 3Y | +50.3% | +455.3% | -405.0% | +2.0% |
| All | +17.7% | +20.8% | -3.1% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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