+318.3%
INTC vs TECH
+42.2%
+276.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.6% | +2.6% |
| 7D | +7.5% | -0.4% | +7.9% | +7.5% |
| 30D | +2.0% | 0.0% | +2.0% | +2.0% |
| 3M | -12.0% | +33.7% | -45.6% | -17.9% |
| 6M | +114.5% | +34.9% | +79.6% | +94.8% |
| YTD | +179.0% | +23.2% | +155.8% | +166.0% |
| 1Y | +318.3% | +36.3% | +282.0% | +281.1% |
| All | +318.3% | +42.2% | +276.1% | +281.1% |
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