+94.2%
INTC vs ALL
+122.2%
-28.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.9% | +4.6% |
| 7D | +7.1% | 0.0% | +7.0% | +7.1% |
| 30D | -5.2% | -1.5% | -3.7% | -5.1% |
| 3M | -14.3% | +23.6% | -37.9% | -18.2% |
| 6M | +110.2% | +22.3% | +87.8% | +100.2% |
| YTD | +159.6% | +26.5% | +133.1% | +144.0% |
| 1Y | +289.3% | +27.0% | +262.3% | +264.2% |
| 3Y | +166.1% | +149.6% | +16.5% | +104.0% |
| All | +94.2% | +122.2% | -28.1% | +54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling