+179.9%
INTC vs UL
+21.6%
+158.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.3% | +1.3% |
| 7D | +18.0% | -3.2% | +21.2% | +17.1% |
| 30D | +8.9% | -0.6% | +9.5% | +8.9% |
| 3M | -1.6% | +9.4% | -11.0% | 0.0% |
| 6M | +133.1% | -4.1% | +137.2% | +135.9% |
| YTD | +187.9% | -2.0% | +189.9% | +192.3% |
| 1Y | +334.7% | -9.0% | +343.7% | +344.0% |
| All | +179.9% | +21.6% | +158.3% | +190.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling