+179.9%
INTC vs SPXU
-79.8%
+259.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +2.6% |
| 7D | +18.0% | +1.3% | +16.7% | +18.8% |
| 30D | +8.9% | +5.1% | +3.8% | +12.8% |
| 3M | -1.6% | -9.1% | +7.6% | -4.8% |
| 6M | +133.1% | -29.6% | +162.7% | +100.4% |
| YTD | +187.9% | -27.7% | +215.6% | +154.4% |
| 1Y | +334.7% | -37.0% | +371.7% | +262.5% |
| All | +179.9% | -79.8% | +259.7% | +57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling