+57.4%
INTC vs PSX
+97.5%
-40.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.5% | +0.8% | -4.2% |
| 7D | -39.0% | -5.2% | -33.8% | -39.2% |
| 30D | -49.8% | -3.7% | -46.1% | -49.9% |
| 3M | -42.2% | +26.8% | -69.0% | -41.6% |
| 6M | -39.2% | +47.3% | -86.5% | -38.0% |
| YTD | +57.9% | +105.4% | -47.5% | +47.3% |
| 1Y | +57.4% | +96.9% | -39.6% | +49.4% |
| All | +57.4% | +97.5% | -40.1% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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