+57.4%
INTC vs SGOV
+3.1%
+54.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | -39.0% | -0.2% | -38.8% | -37.5% |
| 30D | -49.8% | 0.0% | -49.8% | -47.0% |
| 3M | -42.2% | +0.3% | -42.6% | -20.1% |
| 6M | -39.2% | +1.2% | -40.4% | +15.8% |
| YTD | +57.9% | +2.5% | +55.4% | +341.6% |
| 1Y | +57.4% | +3.1% | +54.3% | +91.3% |
| All | +57.4% | +3.1% | +54.3% | +91.3% |
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