+318.3%
INTC vs PSX
+103.3%
+215.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.6% |
| 7D | +7.5% | +1.7% | +5.7% | +7.5% |
| 30D | +2.0% | +15.6% | -13.7% | +2.0% |
| 3M | -12.0% | +46.5% | -58.4% | -11.7% |
| 6M | +114.5% | +55.0% | +59.5% | +107.7% |
| YTD | +179.0% | +105.3% | +73.7% | +150.5% |
| 1Y | +318.3% | +101.6% | +216.7% | +279.3% |
| All | +318.3% | +103.3% | +215.0% | +279.3% |
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