+103.2%
INTC vs USHY
+20.9%
+82.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.5% |
| 7D | +7.5% | -0.7% | +8.1% | +9.5% |
| 30D | +2.0% | -0.7% | +2.6% | +3.9% |
| 3M | -12.0% | +0.1% | -12.0% | -11.8% |
| 6M | +114.5% | +1.8% | +112.8% | +107.9% |
| YTD | +179.0% | +1.8% | +177.2% | +170.9% |
| 1Y | +318.3% | +3.3% | +315.0% | +293.2% |
| 3Y | +171.2% | +27.0% | +144.2% | +66.7% |
| All | +103.2% | +20.9% | +82.3% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 5y: compounded portfolio wealth divided by compounded USHY 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…
5y analysis · Full analysis span regression · 6 months rolling