+78.5%
SPY vs INTC
+178.6%
-100.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +9.1% | -9.6% | -1.6% |
| 7D | +0.5% | +17.4% | -16.9% | -1.3% |
| 30D | -0.9% | +2.8% | -3.7% | -1.4% |
| 3M | +3.9% | -5.3% | +9.1% | +3.7% |
| 6M | +14.5% | +140.6% | -126.1% | +0.8% |
| YTD | +12.9% | +183.1% | -170.2% | -3.7% |
| 1Y | +19.4% | +326.8% | -307.4% | -4.8% |
| 3Y | +78.5% | +179.4% | -101.0% | +43.0% |
| All | +78.5% | +178.6% | -100.2% | +43.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling