+289.3%
INTC vs XLF
+9.9%
+279.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.3% | +4.6% |
| 7D | +7.1% | 0.0% | +7.1% | +7.0% |
| 30D | -5.2% | +0.2% | -5.4% | -5.2% |
| 3M | -14.3% | +11.7% | -26.0% | -16.9% |
| 6M | +110.2% | +13.8% | +96.4% | +99.9% |
| YTD | +159.6% | +7.0% | +152.6% | +149.7% |
| 1Y | +289.3% | +9.1% | +280.1% | +265.3% |
| All | +289.3% | +9.9% | +279.4% | +265.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLF.
Daily Out/Under-Performance
Portfolio return minus XLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLF 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 XLF 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