+263.8%
INTC vs ALL
+358.9%
-95.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.4% | +11.4% | +9.9% |
| 7D | +17.4% | -1.7% | +19.1% | +18.0% |
| 30D | +2.8% | -4.7% | +7.5% | +4.2% |
| 3M | -5.3% | +18.4% | -23.6% | -13.0% |
| 6M | +140.6% | +20.5% | +120.1% | +116.5% |
| YTD | +183.1% | +23.5% | +159.6% | +150.2% |
| 1Y | +326.8% | +29.0% | +297.8% | +267.8% |
| 3Y | +179.4% | +153.7% | +25.7% | +67.7% |
| 5Y | +111.7% | +114.8% | -3.1% | +33.6% |
| All | +263.8% | +358.9% | -95.0% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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