+663.8%
INTC vs AG
+445.6%
+218.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.0% | +6.5% | +4.7% |
| 7D | +7.1% | +1.0% | +6.1% | +6.9% |
| 30D | -5.2% | +19.2% | -24.4% | -7.0% |
| 3M | -14.3% | +6.2% | -20.5% | -15.0% |
| 6M | +110.2% | -26.7% | +136.9% | +115.1% |
| YTD | +159.6% | +26.1% | +133.5% | +150.7% |
| 1Y | +289.3% | +131.7% | +157.6% | +253.3% |
| 3Y | +166.1% | +255.3% | -89.3% | +126.6% |
| 5Y | +94.4% | +61.9% | +32.4% | +72.9% |
| 10Y | +227.7% | +72.0% | +155.7% | +172.6% |
| All | +663.8% | +445.6% | +218.2% | +333.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling