+116.0%
INTC vs SPOT
+111.4%
+4.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.9% |
| 7D | +18.0% | -6.5% | +24.5% | +19.4% |
| 30D | +8.9% | +2.2% | +6.8% | +8.0% |
| 3M | -1.6% | +5.4% | -7.0% | -3.5% |
| 6M | +133.1% | -4.0% | +137.1% | +131.4% |
| YTD | +187.9% | -9.9% | +197.9% | +188.0% |
| 1Y | +334.7% | -27.3% | +362.0% | +361.0% |
| 3Y | +184.2% | +236.4% | -52.2% | +91.7% |
| 5Y | +116.0% | +112.6% | +3.4% | +44.3% |
| All | +116.0% | +111.4% | +4.6% | +44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling