+116.0%
INTC vs TECH
-42.1%
+158.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +18.0% | -0.1% | +18.0% | +18.0% |
| 30D | +8.9% | +0.3% | +8.7% | +8.8% |
| 3M | -1.6% | +32.9% | -34.5% | -11.7% |
| 6M | +133.1% | +32.1% | +101.0% | +105.1% |
| YTD | +187.9% | +23.4% | +164.5% | +160.2% |
| 1Y | +334.7% | +34.1% | +300.6% | +277.3% |
| 3Y | +184.2% | +2.2% | +182.0% | +164.0% |
| 5Y | +116.0% | -41.8% | +157.8% | +120.3% |
| All | +116.0% | -42.1% | +158.1% | +120.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling