+1,569.6%
QQQ vs INTC
+529.9%
+1,039.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.1% | -9.1% | -4.0% |
| 7D | +1.5% | +17.4% | -15.9% | -5.6% |
| 30D | -0.6% | +2.8% | -3.4% | -2.4% |
| 3M | +0.4% | -5.3% | +5.7% | -0.3% |
| 6M | +20.1% | +140.6% | -120.5% | -26.0% |
| YTD | +17.2% | +183.1% | -165.9% | -35.5% |
| 1Y | +24.7% | +326.8% | -302.1% | -45.6% |
| 3Y | +96.2% | +179.4% | -83.3% | -9.5% |
| 5Y | +94.4% | +111.7% | -17.3% | -0.5% |
| 10Y | +556.7% | +253.8% | +302.9% | +129.6% |
| All | +1,569.6% | +529.9% | +1,039.7% | +204.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling