+111.7%
INTC vs AG
+65.4%
+46.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.0% | +10.1% | +9.3% |
| 7D | +17.4% | +4.5% | +12.9% | +16.4% |
| 30D | +2.8% | +12.9% | -10.1% | +0.1% |
| 3M | -5.3% | +20.9% | -26.2% | -9.1% |
| 6M | +140.6% | -19.5% | +160.1% | +146.1% |
| YTD | +183.1% | +24.8% | +158.3% | +164.1% |
| 1Y | +326.8% | +120.2% | +206.5% | +255.9% |
| 3Y | +179.4% | +279.0% | -99.6% | +98.3% |
| 5Y | +111.7% | +67.9% | +43.8% | +64.6% |
| All | +111.7% | +65.4% | +46.3% | +64.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling