+13.5%
SPY vs INTC
+60.1%
-46.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.2% | -0.2% |
| 7D | +2.6% | +6.0% | -3.4% | +2.1% |
| 30D | -2.0% | -39.2% | +37.2% | +1.3% |
| 3M | -2.8% | -42.9% | +40.2% | +0.7% |
| 6M | +2.1% | -50.4% | +52.5% | +6.2% |
| YTD | +11.5% | +61.7% | -50.2% | +4.3% |
| 1Y | +13.5% | +66.1% | -52.7% | +5.7% |
| All | +13.5% | +60.1% | -46.6% | +5.7% |
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 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