+289.3%
INTC vs SGOV
+3.8%
+285.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +6.2% |
| 7D | +7.1% | +0.1% | +7.0% | +11.2% |
| 30D | -5.2% | +0.3% | -5.5% | +10.0% |
| 3M | -14.3% | +1.0% | -15.3% | +22.9% |
| 6M | +110.2% | +1.9% | +108.3% | +315.9% |
| YTD | +159.6% | +2.5% | +157.1% | +453.3% |
| 1Y | +289.3% | +3.8% | +285.5% | +733.7% |
| All | +289.3% | +3.8% | +285.5% | +733.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 1y: compounded portfolio wealth divided by compounded SGOV 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…
1y analysis · Full analysis span regression · 6 months rolling