+1,278.0%
AAPL vs INTC
+261.0%
+1,017.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +1.1% |
| 7D | +3.8% | +7.5% | -3.6% | +1.8% |
| 30D | +9.9% | +2.0% | +8.0% | +8.8% |
| 3M | +12.5% | -12.0% | +24.5% | +13.2% |
| 6M | +27.6% | +114.5% | -86.9% | -4.0% |
| YTD | +22.6% | +179.0% | -156.4% | -17.2% |
| 1Y | +45.0% | +318.3% | -273.3% | -16.7% |
| 3Y | +87.8% | +171.2% | -83.5% | +14.7% |
| 5Y | +128.7% | +107.6% | +21.1% | +52.5% |
| All | +1,278.0% | +261.0% | +1,017.0% | +590.2% |
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