+17.7%
INTC vs V
+101.0%
-83.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | 0.0% | +7.7% | +7.7% |
| 7D | -14.4% | +2.2% | -16.6% | -15.3% |
| 30D | -50.2% | +13.6% | -63.8% | -53.2% |
| 3M | -43.6% | +14.3% | -57.9% | -47.4% |
| 6M | -50.2% | +33.1% | -83.3% | -57.8% |
| YTD | +52.5% | +21.2% | +31.3% | +35.9% |
| 1Y | +51.1% | +26.4% | +24.7% | +30.9% |
| 3Y | +50.3% | +77.6% | -27.3% | +5.0% |
| All | +17.7% | +101.0% | -83.3% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling