+57.4%
INTC vs V
+30.8%
+26.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.8% | -7.6% | -1.8% |
| 7D | -39.0% | +9.0% | -48.0% | -36.2% |
| 30D | -49.8% | +18.1% | -67.9% | -46.0% |
| 3M | -42.2% | +18.3% | -60.6% | -37.7% |
| 6M | -39.2% | +34.1% | -73.3% | -33.5% |
| YTD | +57.9% | +25.2% | +32.7% | +66.8% |
| 1Y | +57.4% | +29.3% | +28.0% | +73.8% |
| All | +57.4% | +30.8% | +26.6% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 1y: compounded portfolio wealth divided by compounded V 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…
1y analysis · Full analysis span regression · 6 months rolling