+116.0%
INTC vs A
-16.2%
+132.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +2.4% |
| 7D | +18.0% | -4.4% | +22.4% | +20.3% |
| 30D | +8.9% | -2.7% | +11.6% | +10.0% |
| 3M | -1.6% | +7.0% | -8.6% | -5.6% |
| 6M | +133.1% | +24.6% | +108.5% | +103.9% |
| YTD | +187.9% | +7.0% | +180.9% | +174.2% |
| 1Y | +334.7% | +15.6% | +319.1% | +295.6% |
| 3Y | +184.2% | +29.9% | +154.3% | +139.5% |
| 5Y | +116.0% | -15.4% | +131.4% | +100.5% |
| All | +116.0% | -16.2% | +132.2% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 5y: compounded portfolio wealth divided by compounded A 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…
5y analysis · Full analysis span regression · 6 months rolling