+50.3%
INTC vs USB
+89.5%
-39.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.5% | +8.2% | +8.0% |
| 7D | -14.4% | 0.0% | -14.4% | -14.5% |
| 30D | -50.2% | +5.8% | -56.1% | -51.8% |
| 3M | -43.6% | -6.0% | -37.7% | -41.7% |
| 6M | -50.2% | +7.8% | -58.0% | -53.0% |
| YTD | +52.5% | +14.6% | +37.9% | +37.4% |
| 1Y | +51.1% | +31.8% | +19.4% | +23.8% |
| 3Y | +50.3% | +91.5% | -41.2% | +0.2% |
| All | +50.3% | +89.5% | -39.2% | +0.2% |
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