+289.3%
INTC vs SMR
-76.3%
+365.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +4.6% |
| 7D | +7.1% | +4.4% | +2.7% | +5.9% |
| 30D | -5.2% | +3.4% | -8.6% | -6.4% |
| 3M | -14.3% | -19.2% | +4.9% | -11.4% |
| 6M | +110.2% | -22.6% | +132.8% | +114.0% |
| YTD | +159.6% | -31.5% | +191.2% | +172.1% |
| 1Y | +289.3% | -73.1% | +362.4% | +376.8% |
| All | +289.3% | -76.3% | +365.5% | +376.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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