+111.9%
INTC vs SPXU
-99.5%
+211.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.2% | -3.7% | -1.9% |
| 7D | +6.0% | -7.6% | +13.6% | +2.5% |
| 30D | -39.2% | +5.3% | -44.5% | -35.9% |
| 3M | -42.9% | +9.6% | -52.6% | -38.3% |
| 6M | -50.4% | -4.5% | -45.9% | -48.2% |
| YTD | +61.7% | -25.9% | +87.6% | +55.5% |
| 1Y | +66.1% | -28.9% | +95.0% | +57.9% |
| 3Y | +58.1% | -80.5% | +138.6% | +2.4% |
| 5Y | +27.9% | -83.4% | +111.2% | -5.2% |
| All | +111.9% | -99.5% | +211.4% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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