+50.3%
INTC vs S
+34.5%
+15.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.6% | +6.1% | +7.3% |
| 7D | -14.4% | -13.4% | -1.0% | -10.9% |
| 30D | -50.2% | -14.0% | -36.3% | -48.1% |
| 3M | -43.6% | +4.9% | -48.5% | -44.4% |
| 6M | -50.2% | +42.0% | -92.2% | -55.1% |
| YTD | +52.5% | +45.1% | +7.4% | +35.0% |
| 1Y | +51.1% | +33.1% | +18.1% | +36.5% |
| 3Y | +50.3% | +40.6% | +9.7% | +48.2% |
| All | +50.3% | +34.5% | +15.8% | +48.2% |
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