+318.3%
INTC vs SMR
-75.4%
+393.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -15.7% | +18.3% | +6.5% |
| 7D | +7.5% | -11.2% | +18.7% | +10.1% |
| 30D | +2.0% | -10.2% | +12.2% | +3.9% |
| 3M | -12.0% | -10.0% | -2.0% | -10.5% |
| 6M | +114.5% | -30.5% | +145.0% | +123.2% |
| YTD | +179.0% | -39.2% | +218.2% | +199.7% |
| 1Y | +318.3% | -75.5% | +393.8% | +430.0% |
| All | +318.3% | -75.4% | +393.7% | +430.0% |
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