+57.4%
INTC vs XYZ
+19.9%
+37.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +15.3% | -19.1% | -6.4% |
| 7D | -39.0% | +16.5% | -55.5% | -40.8% |
| 30D | -49.8% | +15.0% | -64.8% | -51.2% |
| 3M | -42.2% | +3.5% | -45.8% | -42.6% |
| 6M | -39.2% | +21.9% | -61.0% | -42.1% |
| YTD | +57.9% | +34.6% | +23.3% | +44.5% |
| 1Y | +57.4% | +20.7% | +36.6% | +48.1% |
| All | +57.4% | +19.9% | +37.5% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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