+289.3%
INTC vs TECH
+36.9%
+252.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +7.1% | +0.1% | +7.0% | +7.1% |
| 30D | -5.2% | +0.7% | -5.9% | -5.3% |
| 3M | -14.3% | +36.3% | -50.6% | -20.1% |
| 6M | +110.2% | +25.6% | +84.6% | +97.8% |
| YTD | +159.6% | +23.7% | +135.9% | +148.2% |
| 1Y | +289.3% | +37.6% | +251.6% | +260.4% |
| All | +289.3% | +36.9% | +252.3% | +260.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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