+59.2%
INTC vs AG
+232.7%
-173.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.7% | +0.8% | +4.4% |
| 7D | -1.0% | +10.8% | -11.8% | -3.3% |
| 30D | -43.3% | -8.2% | -35.1% | -42.1% |
| 3M | -41.6% | -13.7% | -27.9% | -39.9% |
| 6M | -52.5% | -27.3% | -25.2% | -49.8% |
| YTD | +60.9% | -4.6% | +65.4% | +58.3% |
| 1Y | +55.7% | +39.4% | +16.3% | +42.8% |
| 3Y | +59.2% | +244.1% | -184.9% | +13.6% |
| All | +59.2% | +232.7% | -173.5% | +13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling