+289.3%
INTC vs SU
+70.8%
+218.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.8% | +4.5% |
| 7D | +7.1% | +2.9% | +4.2% | +7.1% |
| 30D | -5.2% | +7.2% | -12.4% | -5.0% |
| 3M | -14.3% | +2.8% | -17.1% | -12.1% |
| 6M | +110.2% | +18.2% | +92.0% | +97.8% |
| YTD | +159.6% | +54.0% | +105.6% | +116.3% |
| 1Y | +289.3% | +70.1% | +219.2% | +216.1% |
| All | +289.3% | +70.8% | +218.5% | +216.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling