+51.2%
INTC vs V
+26.7%
+24.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.0% |
| 7D | -4.0% | +0.6% | -4.6% | -3.5% |
| 30D | -44.5% | +9.7% | -54.2% | -42.0% |
| 3M | -40.4% | +17.3% | -57.7% | -36.3% |
| 6M | -53.5% | +33.2% | -86.7% | -50.2% |
| YTD | +57.5% | +21.3% | +36.2% | +63.9% |
| 1Y | +51.2% | +27.3% | +23.8% | +61.5% |
| All | +51.2% | +26.7% | +24.5% | +61.5% |
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