+9,167.2%
INTC vs AA
+217.0%
+8,950.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.4% | +2.3% | -0.8% |
| 7D | -4.0% | +1.2% | -5.2% | -4.2% |
| 30D | -44.5% | -5.0% | -39.5% | -43.5% |
| 3M | -40.4% | -22.2% | -18.2% | -35.9% |
| 6M | -53.5% | -36.3% | -17.1% | -47.2% |
| YTD | +57.5% | -24.2% | +81.7% | +68.9% |
| 1Y | +51.2% | +3.9% | +47.3% | +47.5% |
| 3Y | +51.6% | +67.6% | -16.0% | +24.4% |
| 5Y | +23.5% | -8.8% | +32.3% | +10.0% |
| 10Y | +106.4% | +45.0% | +61.4% | +30.4% |
| All | +9,167.2% | +217.0% | +8,950.3% | +3,179.1% |
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