+29.8%
INTC vs U
-32.9%
+62.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.7% |
| 7D | -4.0% | +24.4% | -28.4% | -7.9% |
| 30D | -44.5% | +7.4% | -51.9% | -45.3% |
| 3M | -40.4% | +16.8% | -57.2% | -42.2% |
| 6M | -53.5% | +78.8% | -132.2% | -58.3% |
| YTD | +57.5% | +14.0% | +43.6% | +48.5% |
| 1Y | +51.2% | +16.7% | +34.5% | +41.8% |
| 3Y | +51.6% | +86.4% | -34.8% | +23.6% |
| 5Y | +23.5% | -71.5% | +94.9% | +14.5% |
| All | +29.8% | -32.9% | +62.7% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 10y: compounded portfolio wealth divided by compounded U 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…
10y analysis · Full analysis span regression · 6 months rolling