+340.9%
INTC vs URA
-49.7%
+390.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.5% | +6.0% | +7.0% |
| 7D | +7.3% | +2.9% | +4.4% | +6.4% |
| 30D | -38.3% | -10.8% | -27.5% | -35.0% |
| 3M | -36.0% | -25.5% | -10.5% | -28.2% |
| 6M | -51.7% | -41.2% | -10.5% | -41.0% |
| YTD | +69.4% | -21.3% | +90.6% | +86.7% |
| 1Y | +65.0% | -25.7% | +90.7% | +84.8% |
| 3Y | +63.0% | +43.1% | +19.9% | +43.4% |
| 5Y | +33.4% | +35.6% | -2.2% | +15.0% |
| 10Y | +121.2% | +281.3% | -160.1% | +29.7% |
| All | +340.9% | -49.7% | +390.5% | +273.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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