+305.0%
INTC vs UL
-10.0%
+315.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.4% | -4.2% | -6.4% |
| 7D | +9.4% | -4.1% | +13.5% | +6.7% |
| 30D | +2.7% | -1.2% | +3.9% | +2.1% |
| 3M | -6.3% | +6.0% | -12.3% | -2.4% |
| 6M | +114.5% | -5.5% | +119.9% | +112.3% |
| YTD | +171.9% | -3.3% | +175.2% | +181.2% |
| 1Y | +305.0% | -9.8% | +314.8% | +257.5% |
| All | +305.0% | -10.0% | +315.0% | +257.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling