+47.0%
INTC vs Q
+75.8%
-28.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.1% |
| 7D | -4.0% | +4.0% | -8.0% | -6.8% |
| 30D | -44.5% | -2.3% | -42.1% | -42.5% |
| 3M | -40.4% | -7.9% | -32.5% | -35.7% |
| 6M | -53.5% | -16.0% | -37.5% | -46.0% |
| YTD | +57.5% | +51.7% | +5.8% | +39.9% |
| 1Y | +51.2% | +28.3% | +22.9% | +38.7% |
| All | +47.0% | +75.8% | -28.8% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 5y: compounded portfolio wealth divided by compounded Q 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…
5y analysis · Full analysis span regression · 6 months rolling