+57.4%
INTC vs SPGI
+3.2%
+54.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.4% | -7.1% | -2.1% |
| 7D | -39.0% | +7.2% | -46.2% | -36.7% |
| 30D | -49.8% | +23.2% | -73.1% | -44.8% |
| 3M | -42.2% | +17.0% | -59.3% | -37.5% |
| 6M | -39.2% | +20.4% | -59.6% | -32.9% |
| YTD | +57.9% | -1.9% | +59.8% | +74.2% |
| 1Y | +57.4% | +2.9% | +54.5% | +75.4% |
| All | +57.4% | +3.2% | +54.2% | +75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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