+17.5%
SPY vs INTC
+310.8%
-293.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.6% | +5.0% | -0.2% |
| 7D | -2.0% | +9.4% | -11.4% | -2.7% |
| 30D | -1.7% | +2.7% | -4.3% | -1.9% |
| 3M | +4.7% | -6.3% | +11.0% | +4.7% |
| 6M | +12.5% | +114.5% | -101.9% | +5.2% |
| YTD | +11.7% | +171.9% | -160.1% | +2.4% |
| 1Y | +17.5% | +305.0% | -287.5% | +7.8% |
| All | +17.5% | +310.8% | -293.3% | +7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling