+16,837.1%
INTC vs SU
+61,771.6%
-44,934.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.7% |
| 7D | +18.0% | +1.6% | +16.4% | +18.0% |
| 30D | +8.9% | +10.7% | -1.8% | +8.9% |
| 3M | -1.6% | +13.5% | -15.1% | -1.6% |
| 6M | +133.1% | +21.8% | +111.3% | +133.0% |
| YTD | +187.9% | +58.8% | +129.1% | +187.7% |
| 1Y | +334.7% | +72.0% | +262.7% | +334.3% |
| 3Y | +184.2% | +121.7% | +62.5% | +183.8% |
| 5Y | +116.0% | +350.4% | -234.4% | +115.5% |
| 10Y | +270.0% | +264.7% | +5.3% | +269.2% |
| All | +16,837.1% | +61,771.6% | -44,934.5% | +16,923.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling