+252.1%
INTC vs AIG
+66.2%
+186.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.5% |
| 7D | +7.5% | -1.2% | +8.6% | +7.8% |
| 30D | +2.0% | -1.1% | +3.0% | +2.2% |
| 3M | -12.0% | +0.7% | -12.7% | -12.9% |
| 6M | +114.5% | -2.2% | +116.7% | +114.2% |
| YTD | +179.0% | -10.8% | +189.8% | +186.6% |
| 1Y | +318.3% | -2.0% | +320.3% | +311.8% |
| 3Y | +171.2% | +34.8% | +136.4% | +139.6% |
| 5Y | +107.6% | +55.0% | +52.5% | +71.9% |
| All | +252.1% | +66.2% | +186.0% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 10y: compounded portfolio wealth divided by compounded AIG 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…
10y analysis · Full analysis span regression · 6 months rolling