+689.8%
INTC vs XHB
+173.9%
+515.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.5% | +4.0% |
| 7D | +7.1% | -1.3% | +8.4% | +7.8% |
| 30D | -5.2% | -6.9% | +1.7% | -1.7% |
| 3M | -14.3% | -1.3% | -13.0% | -13.8% |
| 6M | +110.2% | -6.8% | +117.0% | +117.6% |
| YTD | +159.6% | +0.7% | +158.9% | +158.4% |
| 1Y | +289.3% | -11.2% | +300.5% | +312.4% |
| 3Y | +166.1% | +25.3% | +140.7% | +134.8% |
| 5Y | +94.4% | +37.3% | +57.1% | +62.1% |
| 10Y | +227.7% | +211.5% | +16.2% | +79.7% |
| All | +689.8% | +173.9% | +515.9% | +225.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling