+103.2%
INTC vs SPXU
-86.1%
+189.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.0% | +1.3% |
| 7D | +7.5% | +2.5% | +5.0% | +8.9% |
| 30D | +2.0% | +4.2% | -2.2% | +4.5% |
| 3M | -12.0% | -9.3% | -2.7% | -14.4% |
| 6M | +114.5% | -30.7% | +145.2% | +88.9% |
| YTD | +179.0% | -28.1% | +207.1% | +152.6% |
| 1Y | +318.3% | -35.2% | +353.5% | +267.0% |
| 3Y | +171.2% | -79.9% | +251.1% | +68.0% |
| All | +103.2% | -86.1% | +189.4% | +29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling