+270.0%
INTC vs SPGI
+287.8%
-17.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.2% | +2.9% |
| 7D | +18.0% | -3.1% | +21.1% | +19.3% |
| 30D | +8.9% | +2.0% | +6.9% | +7.3% |
| 3M | -1.6% | +4.3% | -5.9% | -5.9% |
| 6M | +133.1% | -0.2% | +133.3% | +125.7% |
| YTD | +187.9% | -14.8% | +202.7% | +200.3% |
| 1Y | +334.7% | -18.5% | +353.2% | +358.3% |
| 3Y | +184.2% | +16.0% | +168.2% | +143.5% |
| 5Y | +116.0% | +2.2% | +113.8% | +94.6% |
| 10Y | +270.0% | +296.4% | -26.5% | +64.4% |
| All | +270.0% | +287.8% | -17.8% | +64.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling