+15,172.7%
INTC vs USB
+8,537.0%
+6,635.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.6% |
| 7D | +7.1% | +1.4% | +5.6% | +6.5% |
| 30D | -5.2% | -1.3% | -3.9% | -4.8% |
| 3M | -14.3% | +15.2% | -29.5% | -18.7% |
| 6M | +110.2% | +18.8% | +91.3% | +97.3% |
| YTD | +159.6% | +21.0% | +138.6% | +141.8% |
| 1Y | +289.3% | +34.0% | +255.3% | +249.7% |
| 3Y | +166.1% | +95.3% | +70.7% | +109.3% |
| 5Y | +94.4% | +40.4% | +54.0% | +67.3% |
| 10Y | +227.7% | +107.3% | +120.4% | +140.1% |
| All | +15,172.7% | +8,537.0% | +6,635.7% | +5,154.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling