+1,367.3%
AAPL vs INTC
+111.5%
+1,255.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +2.9% | +1.0% |
| 7D | +4.1% | +6.0% | -1.9% | +2.7% |
| 30D | +4.0% | -39.2% | +43.2% | +14.3% |
| 3M | +16.8% | -42.9% | +59.7% | +29.0% |
| 6M | +19.4% | -50.4% | +69.8% | +32.8% |
| YTD | +31.5% | +61.7% | -30.2% | -1.8% |
| 1Y | +31.0% | +66.1% | -35.2% | -3.6% |
| 3Y | +95.3% | +58.1% | +37.1% | +32.1% |
| 5Y | +143.4% | +27.9% | +115.5% | +75.4% |
| All | +1,367.3% | +111.5% | +1,255.9% | +700.0% |
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 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