+200.7%
INTC vs PSX
+1,187.1%
-986.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.8% |
| 7D | +6.0% | +7.8% | -1.8% | +3.5% |
| 30D | -39.2% | -10.9% | -28.3% | -37.1% |
| 3M | -42.9% | +14.5% | -57.4% | -45.9% |
| 6M | -50.4% | +56.1% | -106.5% | -58.1% |
| YTD | +61.7% | +109.6% | -47.9% | +22.4% |
| 1Y | +66.1% | +95.5% | -29.4% | +28.6% |
| 3Y | +58.1% | +156.2% | -98.0% | +10.7% |
| 5Y | +27.9% | +310.0% | -282.1% | -25.1% |
| 10Y | +111.1% | +368.0% | -256.9% | +10.3% |
| All | +200.7% | +1,187.1% | -986.4% | +24.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling