+858.0%
INTC vs AGI
+5,381.0%
-4,523.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.4% | +10.5% | +9.1% |
| 7D | +17.4% | +4.4% | +13.0% | +17.2% |
| 30D | +2.8% | +10.0% | -7.2% | +2.2% |
| 3M | -5.3% | +1.7% | -7.0% | -5.5% |
| 6M | +140.6% | -26.8% | +167.4% | +143.5% |
| YTD | +183.1% | -5.3% | +188.4% | +182.9% |
| 1Y | +326.8% | +11.5% | +315.3% | +323.0% |
| 3Y | +179.4% | +212.9% | -33.5% | +164.9% |
| 5Y | +111.7% | +388.8% | -277.0% | +97.1% |
| 10Y | +253.8% | +383.6% | -129.7% | +224.5% |
| All | +858.0% | +5,381.0% | -4,523.0% | +817.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling