+334.7%
INTC vs SPGI
-18.0%
+352.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.2% | +0.4% |
| 7D | +18.0% | -3.1% | +21.1% | +16.2% |
| 30D | +8.9% | +2.0% | +6.9% | +10.3% |
| 3M | -1.6% | +4.3% | -5.9% | +2.4% |
| 6M | +133.1% | -0.2% | +133.3% | +140.2% |
| YTD | +187.9% | -14.8% | +202.7% | +173.0% |
| 1Y | +334.7% | -18.5% | +353.2% | +236.0% |
| All | +334.7% | -18.0% | +352.7% | +236.0% |
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