+102.3%
INTC vs AEM
+294.2%
-191.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.9% | -2.7% | -4.9% |
| 7D | +9.4% | -5.0% | +14.5% | +10.8% |
| 30D | +2.7% | +8.5% | -5.8% | +0.2% |
| 3M | -6.3% | +29.3% | -35.6% | -12.8% |
| 6M | +114.5% | -12.9% | +127.4% | +117.5% |
| YTD | +171.9% | +16.8% | +155.1% | +159.2% |
| 1Y | +305.0% | +29.8% | +275.2% | +276.1% |
| 3Y | +168.3% | +336.7% | -168.4% | +87.3% |
| 5Y | +102.3% | +299.9% | -197.6% | +38.8% |
| All | +102.3% | +294.2% | -191.9% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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