+93.9%
INTC vs PL
+82.7%
+11.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.8% | +4.7% |
| 7D | +7.1% | -9.3% | +16.4% | +8.6% |
| 30D | -5.2% | -18.9% | +13.7% | -2.0% |
| 3M | -14.3% | -58.4% | +44.1% | -2.5% |
| 6M | +110.2% | -30.3% | +140.5% | +119.1% |
| YTD | +159.6% | -8.1% | +167.7% | +157.7% |
| 1Y | +289.3% | +180.5% | +108.8% | +216.8% |
| 3Y | +166.1% | +444.1% | -278.1% | +78.2% |
| All | +93.9% | +82.7% | +11.2% | +35.8% |
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