+179.4%
INTC vs SPOT
+230.8%
-51.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.5% | +11.6% | +9.2% |
| 7D | +17.4% | -2.9% | +20.3% | +17.6% |
| 30D | +2.8% | +8.3% | -5.5% | +1.8% |
| 3M | -5.3% | +5.1% | -10.3% | -6.0% |
| 6M | +140.6% | -6.5% | +147.1% | +142.9% |
| YTD | +183.1% | -9.0% | +192.1% | +188.5% |
| 1Y | +326.8% | -26.4% | +353.2% | +359.5% |
| 3Y | +179.4% | +240.0% | -60.6% | +123.3% |
| All | +179.4% | +230.8% | -51.3% | +123.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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