+9,411.2%
INTC vs AA
+215.1%
+9,196.1%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.8% | -2.0% |
| 7D | +6.0% | +0.5% | +5.5% | +5.9% |
| 30D | -39.2% | -0.6% | -38.6% | -38.9% |
| 3M | -42.9% | -19.7% | -23.3% | -39.0% |
| 6M | -50.4% | -41.6% | -8.8% | -42.2% |
| YTD | +61.7% | -24.6% | +86.3% | +73.8% |
| 1Y | +66.1% | +4.9% | +61.3% | +61.8% |
| 3Y | +58.1% | +66.8% | -8.7% | +30.0% |
| 5Y | +27.9% | -19.4% | +47.3% | +18.3% |
| 10Y | +111.1% | +43.1% | +68.0% | +34.1% |
| All | +9,411.2% | +215.1% | +9,196.1% | +3,273.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 all: compounded portfolio wealth divided by compounded AA 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…
all analysis · Full analysis span regression · 6 months rolling