+57.4%
INTC vs XHB
+5.8%
+51.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.4% | -9.2% | -6.5% |
| 7D | -39.0% | +9.7% | -48.8% | -42.3% |
| 30D | -49.8% | +11.7% | -61.5% | -53.2% |
| 3M | -42.2% | -1.4% | -40.9% | -41.3% |
| 6M | -39.2% | +6.8% | -45.9% | -41.6% |
| YTD | +57.9% | +5.5% | +52.4% | +50.6% |
| 1Y | +57.4% | +5.1% | +52.2% | +52.8% |
| All | +57.4% | +5.8% | +51.6% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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