+15,172.7%
INTC vs UL
+2,661.1%
+12,511.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.6% | +4.5% |
| 7D | +7.1% | -1.3% | +8.4% | +7.6% |
| 30D | -5.2% | +0.5% | -5.7% | -5.5% |
| 3M | -14.3% | +17.6% | -31.9% | -20.2% |
| 6M | +110.2% | -5.4% | +115.5% | +110.9% |
| YTD | +159.6% | +0.7% | +158.9% | +153.7% |
| 1Y | +289.3% | -9.3% | +298.5% | +293.4% |
| 3Y | +166.1% | +24.5% | +141.5% | +135.7% |
| 5Y | +94.4% | +23.2% | +71.2% | +70.4% |
| 10Y | +227.7% | +64.5% | +163.2% | +153.4% |
| All | +15,172.7% | +2,661.1% | +12,511.6% | +4,072.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling