+117.4%
INTC vs USB
+82.2%
+35.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.9% |
| 7D | +17.1% | +1.2% | +15.9% | +16.5% |
| 30D | -40.5% | +6.3% | -46.8% | -42.1% |
| 3M | -39.4% | -6.1% | -33.2% | -37.7% |
| 6M | -49.3% | +13.0% | -62.3% | -52.4% |
| YTD | +65.9% | +16.6% | +49.3% | +52.9% |
| 1Y | +61.5% | +31.1% | +30.4% | +40.8% |
| 3Y | +59.6% | +100.9% | -41.3% | +14.8% |
| 5Y | +31.2% | +24.5% | +6.6% | +13.7% |
| All | +117.4% | +82.2% | +35.2% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling