+98.1%
INTC vs UUUU
+88.5%
+9.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.3% | +0.8% | -4.4% |
| 7D | +9.4% | -5.0% | +14.5% | +10.5% |
| 30D | +2.7% | -7.8% | +10.5% | +3.9% |
| 3M | -6.3% | -0.4% | -5.8% | -6.2% |
| 6M | +114.5% | -32.9% | +147.3% | +124.8% |
| YTD | +171.9% | -6.3% | +178.1% | +166.9% |
| 1Y | +305.0% | +7.9% | +297.1% | +277.3% |
| 3Y | +168.3% | +85.2% | +83.2% | +109.3% |
| All | +98.1% | +88.5% | +9.5% | +47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling