+94.2%
INTC vs RSP
+53.2%
+40.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +5.2% |
| 7D | +7.1% | -0.8% | +7.8% | +8.2% |
| 30D | -5.2% | -0.3% | -4.9% | -4.8% |
| 3M | -14.3% | +4.3% | -18.6% | -19.3% |
| 6M | +110.2% | +8.8% | +101.4% | +86.9% |
| YTD | +159.6% | +15.3% | +144.4% | +113.3% |
| 1Y | +289.3% | +18.3% | +271.0% | +209.0% |
| 3Y | +166.1% | +52.8% | +113.2% | +57.1% |
| All | +94.2% | +53.2% | +40.9% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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