+9,411.2%
INTC vs AEM
+3,071.7%
+6,339.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +6.0% | -6.8% | +12.9% | +6.2% |
| 30D | -39.2% | +0.8% | -40.0% | -39.2% |
| 3M | -42.9% | -0.8% | -42.1% | -42.9% |
| 6M | -50.4% | -8.5% | -41.9% | -50.3% |
| YTD | +61.7% | +5.9% | +55.7% | +61.4% |
| 1Y | +66.1% | +6.6% | +59.5% | +65.8% |
| 3Y | +58.1% | +302.2% | -244.1% | +53.3% |
| 5Y | +27.9% | +250.8% | -222.9% | +24.0% |
| 10Y | +111.1% | +406.1% | -294.9% | +103.7% |
| All | +9,411.2% | +3,071.7% | +6,339.4% | +11,556.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling