+155.1%
INTC vs S
+16.9%
+138.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.4% | +4.1% | +4.4% |
| 7D | +7.1% | -7.7% | +14.8% | +9.2% |
| 30D | -5.2% | -5.3% | +0.1% | -4.2% |
| 3M | -14.3% | +20.3% | -34.6% | -19.1% |
| 6M | +110.2% | +47.4% | +62.8% | +85.8% |
| YTD | +159.6% | +32.5% | +127.1% | +134.6% |
| 1Y | +289.3% | +9.5% | +279.7% | +269.0% |
| All | +155.1% | +16.9% | +138.2% | +135.5% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 3y: compounded portfolio wealth divided by compounded S 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…
3y analysis · Full analysis span regression · 6 months rolling