+103.2%
INTC vs SU
+348.9%
-245.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.8% | +2.7% |
| 7D | +7.5% | +2.2% | +5.2% | +6.8% |
| 30D | +2.0% | +8.4% | -6.5% | -0.4% |
| 3M | -12.0% | +12.1% | -24.1% | -15.3% |
| 6M | +114.5% | +19.7% | +94.9% | +100.4% |
| YTD | +179.0% | +58.4% | +120.6% | +137.8% |
| 1Y | +318.3% | +67.2% | +251.1% | +249.8% |
| 3Y | +171.2% | +125.0% | +46.2% | +107.5% |
| All | +103.2% | +348.9% | -245.7% | +33.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling