-51.7%
INTC vs USB
+9.6%
-61.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.1% | -8.2% | -10.4% |
| 7D | -43.2% | -1.5% | -41.8% | -43.2% |
| 30D | -53.6% | +4.3% | -57.8% | -52.7% |
| 3M | -48.3% | -6.1% | -42.2% | -48.0% |
| 6M | -51.7% | +9.4% | -61.1% | -50.1% |
| All | -51.7% | +9.6% | -61.2% | -50.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling