+102.3%
INTC vs AGI
+389.6%
-287.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.3% | -2.3% | -4.9% |
| 7D | +9.4% | -5.3% | +14.7% | +10.6% |
| 30D | +2.7% | +6.8% | -4.1% | +1.1% |
| 3M | -6.3% | +8.3% | -14.6% | -8.6% |
| 6M | +114.5% | -29.2% | +143.7% | +126.0% |
| YTD | +171.9% | -7.3% | +179.1% | +170.9% |
| 1Y | +305.0% | +8.0% | +297.0% | +289.8% |
| 3Y | +168.3% | +206.6% | -38.2% | +104.6% |
| 5Y | +102.3% | +398.1% | -295.8% | +43.2% |
| All | +102.3% | +389.6% | -287.3% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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