+179.9%
INTC vs SMR
+81.4%
+98.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.3% | +5.0% | +2.1% |
| 7D | +18.0% | +13.1% | +4.9% | +16.4% |
| 30D | +8.9% | +17.8% | -8.8% | +6.8% |
| 3M | -1.6% | +8.1% | -9.7% | -2.6% |
| 6M | +133.1% | -11.1% | +144.2% | +132.3% |
| YTD | +187.9% | -23.7% | +211.6% | +190.5% |
| 1Y | +334.7% | -69.4% | +404.1% | +364.1% |
| All | +179.9% | +81.4% | +98.5% | +165.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling