+171.2%
INTC vs UUUU
+74.5%
+96.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.0% | +7.6% | +3.5% |
| 7D | +7.5% | -10.5% | +18.0% | +9.5% |
| 30D | +2.0% | -10.5% | +12.5% | +3.7% |
| 3M | -12.0% | -14.1% | +2.1% | -10.1% |
| 6M | +114.5% | -35.5% | +150.0% | +124.3% |
| YTD | +179.0% | -10.9% | +189.9% | +176.8% |
| 1Y | +318.3% | +3.4% | +314.9% | +294.8% |
| 3Y | +171.2% | +73.1% | +98.1% | +107.5% |
| All | +171.2% | +74.5% | +96.7% | +107.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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