+116.0%
INTC vs U
-67.7%
+183.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.8% |
| 7D | +18.0% | +4.4% | +13.6% | +17.1% |
| 30D | +8.9% | -1.3% | +10.2% | +9.1% |
| 3M | -1.6% | +49.6% | -51.1% | -8.9% |
| 6M | +133.1% | +100.2% | +32.9% | +103.7% |
| YTD | +187.9% | -3.7% | +191.6% | +179.7% |
| 1Y | +334.7% | -6.5% | +341.2% | +321.1% |
| 3Y | +184.2% | +12.9% | +171.3% | +148.5% |
| 5Y | +116.0% | -68.3% | +184.3% | +103.4% |
| All | +116.0% | -67.7% | +183.7% | +103.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling