+27.8%
INTC vs AMC
-99.2%
+127.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | -2.3% |
| 7D | +6.0% | +3.5% | +2.5% | +5.7% |
| 30D | -39.2% | +12.5% | -51.7% | -39.7% |
| 3M | -42.9% | +23.6% | -66.5% | -43.9% |
| 6M | -50.4% | +144.4% | -194.8% | -54.3% |
| YTD | +61.7% | +108.3% | -46.7% | +50.0% |
| 1Y | +66.1% | +38.9% | +27.2% | +58.2% |
| 3Y | +58.1% | -58.9% | +117.0% | +56.6% |
| All | +27.8% | -99.2% | +127.0% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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