+165.3%
INTC vs USB
+95.2%
+70.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.6% |
| 7D | +7.1% | +1.4% | +5.6% | +6.3% |
| 30D | -5.2% | -1.3% | -3.9% | -4.6% |
| 3M | -14.3% | +15.2% | -29.5% | -20.9% |
| 6M | +110.2% | +18.8% | +91.3% | +90.2% |
| YTD | +159.6% | +21.0% | +138.6% | +131.5% |
| 1Y | +289.3% | +34.0% | +255.3% | +226.9% |
| All | +165.3% | +95.2% | +70.2% | +97.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling