+223.3%
INTC vs USB
+107.5%
+115.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.6% |
| 7D | +7.1% | +1.4% | +5.6% | +6.4% |
| 30D | -5.2% | -1.3% | -3.9% | -4.6% |
| 3M | -14.3% | +15.2% | -29.5% | -20.1% |
| 6M | +110.2% | +18.8% | +91.3% | +93.0% |
| YTD | +159.6% | +21.0% | +138.6% | +135.7% |
| 1Y | +289.3% | +34.0% | +255.3% | +236.5% |
| 3Y | +166.1% | +95.3% | +70.7% | +92.7% |
| 5Y | +94.4% | +40.4% | +54.0% | +59.2% |
| All | +223.3% | +107.5% | +115.8% | +118.9% |
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