+127.8%
INTC vs SPOT
+227.0%
-99.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.2% | +7.7% | +5.2% |
| 7D | +7.1% | -0.9% | +8.0% | +7.2% |
| 30D | -5.2% | +12.5% | -17.7% | -7.9% |
| 3M | -14.3% | +9.9% | -24.2% | -16.8% |
| 6M | +110.2% | +1.6% | +108.6% | +105.5% |
| YTD | +159.6% | -6.6% | +166.2% | +156.6% |
| 1Y | +289.3% | -22.9% | +312.2% | +303.8% |
| 3Y | +166.1% | +244.3% | -78.2% | +84.1% |
| 5Y | +94.4% | +117.8% | -23.4% | +39.7% |
| All | +127.8% | +227.0% | -99.1% | +29.4% |
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