+334.7%
INTC vs SO
+0.6%
+334.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.2% |
| 7D | +18.0% | 0.0% | +17.9% | +18.0% |
| 30D | +8.9% | -2.5% | +11.4% | +7.0% |
| 3M | -1.6% | -4.2% | +2.6% | -4.5% |
| 6M | +133.1% | -7.7% | +140.7% | +123.2% |
| YTD | +187.9% | +3.8% | +184.1% | +196.7% |
| 1Y | +334.7% | +0.1% | +334.6% | +373.8% |
| All | +334.7% | +0.6% | +334.1% | +373.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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