+9,411.2%
INTC vs TECH
+101,682.3%
-92,271.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +6.0% | +0.1% | +5.9% | +6.0% |
| 30D | -39.2% | +0.5% | -39.7% | -39.3% |
| 3M | -42.9% | +1.1% | -44.0% | -43.1% |
| 6M | -50.4% | +62.8% | -113.2% | -55.8% |
| YTD | +61.7% | +24.5% | +37.2% | +51.5% |
| 1Y | +66.1% | +20.6% | +45.5% | +56.6% |
| 3Y | +58.1% | +29.5% | +28.7% | +44.8% |
| 5Y | +27.9% | -40.9% | +68.8% | +36.3% |
| 10Y | +111.1% | +189.5% | -78.3% | +63.0% |
| All | +9,411.2% | +101,682.3% | -92,271.2% | +4,251.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling