+41.9%
INTC vs SPOT
+269.3%
-227.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.4% | -4.9% | -2.9% |
| 7D | +6.0% | +1.6% | +4.4% | +5.7% |
| 30D | -39.2% | +16.9% | -56.1% | -41.5% |
| 3M | -42.9% | +23.0% | -65.9% | -46.1% |
| 6M | -50.4% | +42.2% | -92.6% | -55.0% |
| YTD | +61.7% | +5.5% | +56.2% | +54.2% |
| 1Y | +66.1% | -5.1% | +71.2% | +62.7% |
| 3Y | +58.1% | +257.9% | -199.8% | +8.2% |
| 5Y | +27.9% | +118.4% | -90.5% | -8.6% |
| All | +41.9% | +269.3% | -227.4% | -22.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling