+382.9%
INTC vs PSX
+1,139.4%
-756.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.4% |
| 7D | +7.1% | +4.5% | +2.5% | +5.5% |
| 30D | -5.2% | +26.6% | -31.8% | -12.7% |
| 3M | -14.3% | +39.3% | -53.6% | -23.9% |
| 6M | +110.2% | +56.8% | +53.4% | +77.5% |
| YTD | +159.6% | +101.8% | +57.8% | +100.4% |
| 1Y | +289.3% | +99.6% | +189.7% | +200.7% |
| 3Y | +166.1% | +140.3% | +25.7% | +91.4% |
| 5Y | +94.4% | +339.3% | -245.0% | +11.7% |
| 10Y | +227.7% | +369.9% | -142.2% | +72.6% |
| All | +382.9% | +1,139.4% | -756.6% | +104.2% |
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