+252.1%
INTC vs SPMO
+517.6%
-265.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.0% |
| 7D | +7.5% | -0.9% | +8.4% | +8.8% |
| 30D | +2.0% | -1.9% | +3.9% | +4.7% |
| 3M | -12.0% | -1.4% | -10.6% | -8.0% |
| 6M | +114.5% | +25.5% | +89.1% | +77.3% |
| YTD | +179.0% | +24.8% | +154.1% | +132.0% |
| 1Y | +318.3% | +24.5% | +293.8% | +250.5% |
| 3Y | +171.2% | +157.1% | +14.1% | +10.6% |
| 5Y | +107.6% | +149.5% | -41.9% | -12.7% |
| All | +252.1% | +517.6% | -265.5% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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