+111.9%
INTC vs PSX
+368.0%
-256.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.8% |
| 7D | +6.0% | +7.8% | -1.8% | +3.4% |
| 30D | -39.2% | -10.9% | -28.3% | -37.0% |
| 3M | -42.9% | +14.5% | -57.4% | -46.1% |
| 6M | -50.4% | +56.1% | -106.5% | -58.5% |
| YTD | +61.7% | +109.6% | -47.9% | +20.3% |
| 1Y | +66.1% | +95.5% | -29.4% | +26.6% |
| 3Y | +58.1% | +156.2% | -98.0% | +8.1% |
| 5Y | +27.9% | +310.0% | -282.1% | -27.8% |
| All | +111.9% | +368.0% | -256.1% | +11.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling