+164.3%
INTC vs XYZ
+46.5%
+117.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.5% |
| 7D | +9.4% | -5.2% | +14.6% | +10.8% |
| 30D | +2.7% | 0.0% | +2.7% | +2.4% |
| 3M | -6.3% | +18.7% | -24.9% | -10.7% |
| 6M | +114.5% | +20.5% | +93.9% | +103.5% |
| YTD | +171.9% | +21.5% | +150.4% | +155.4% |
| 1Y | +305.0% | +7.2% | +297.8% | +291.4% |
| All | +164.3% | +46.5% | +117.8% | +133.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling