+50.3%
INTC vs SO
+45.4%
+4.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.1% | +8.8% | +7.4% |
| 7D | -14.4% | -1.5% | -13.0% | -14.7% |
| 30D | -50.2% | +8.1% | -58.3% | -49.5% |
| 3M | -43.6% | +0.2% | -43.8% | -43.4% |
| 6M | -50.2% | +0.4% | -50.6% | -50.0% |
| YTD | +52.5% | +8.5% | +44.0% | +52.6% |
| 1Y | +51.1% | +4.9% | +46.2% | +51.7% |
| 3Y | +50.3% | +47.9% | +2.4% | +30.4% |
| All | +50.3% | +45.4% | +4.9% | +30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling