+102.3%
INTC vs UL
+18.7%
+83.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.4% | -4.2% | -5.5% |
| 7D | +9.4% | -4.1% | +13.5% | +9.7% |
| 30D | +2.7% | -1.2% | +3.9% | +2.7% |
| 3M | -6.3% | +6.0% | -12.3% | -7.3% |
| 6M | +114.5% | -5.5% | +119.9% | +116.3% |
| YTD | +171.9% | -3.3% | +175.2% | +172.5% |
| 1Y | +305.0% | -9.8% | +314.8% | +312.0% |
| 3Y | +168.3% | +20.1% | +148.2% | +148.6% |
| 5Y | +102.3% | +19.2% | +83.1% | +79.3% |
| All | +102.3% | +18.7% | +83.6% | +79.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling