+114.0%
INTC vs U
-44.5%
+158.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +4.7% |
| 7D | +7.1% | -3.8% | +10.9% | +7.7% |
| 30D | -5.2% | +17.5% | -22.7% | -8.0% |
| 3M | -14.3% | +38.7% | -53.0% | -19.2% |
| 6M | +110.2% | +104.4% | +5.8% | +85.0% |
| YTD | +159.6% | -5.7% | +165.3% | +153.6% |
| 1Y | +289.3% | +3.7% | +285.6% | +270.9% |
| 3Y | +166.1% | +12.3% | +153.7% | +135.4% |
| 5Y | +94.4% | -68.8% | +163.2% | +82.5% |
| All | +114.0% | -44.5% | +158.4% | +86.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling