+57.4%
INTC vs AG
+29.4%
+28.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +9.1% | -12.9% | -6.4% |
| 7D | -39.0% | -2.6% | -36.4% | -38.2% |
| 30D | -49.8% | -12.1% | -37.7% | -47.9% |
| 3M | -42.2% | -6.6% | -35.6% | -41.4% |
| 6M | -39.2% | -20.5% | -18.7% | -36.2% |
| YTD | +57.9% | -7.4% | +65.4% | +52.8% |
| 1Y | +57.4% | +33.4% | +24.0% | +28.7% |
| All | +57.4% | +29.4% | +28.0% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling