+65.0%
INTC vs AG
+23.1%
+41.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.1% | +8.7% | +7.9% |
| 7D | +7.3% | -4.0% | +11.3% | +8.7% |
| 30D | -38.3% | -13.1% | -25.3% | -35.5% |
| 3M | -36.0% | -22.0% | -14.0% | -31.5% |
| 6M | -51.7% | -37.3% | -14.5% | -46.9% |
| YTD | +69.4% | -11.2% | +80.5% | +62.6% |
| 1Y | +65.0% | +23.9% | +41.1% | +27.8% |
| All | +65.0% | +23.1% | +41.9% | +27.8% |
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