+558.6%
QQQ vs INTC
+261.0%
+297.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.1% |
| 7D | -0.6% | +7.5% | -8.0% | -2.8% |
| 30D | -1.2% | +2.0% | -3.2% | -2.1% |
| 3M | -0.2% | -12.0% | +11.8% | +1.8% |
| 6M | +17.9% | +114.5% | -96.6% | -11.1% |
| YTD | +16.6% | +179.0% | -162.3% | -21.2% |
| 1Y | +23.0% | +318.3% | -295.3% | -29.3% |
| 3Y | +92.9% | +171.2% | -78.3% | +18.5% |
| 5Y | +95.6% | +107.6% | -12.0% | +31.2% |
| All | +558.6% | +261.0% | +297.5% | +227.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INTC.
Daily Out/Under-Performance
Portfolio return minus INTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTC 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 10y: compounded portfolio wealth divided by compounded INTC 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…
10y analysis · Full analysis span regression · 6 months rolling