+179.4%
INTC vs AME
+55.3%
+124.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | 0.0% | +9.0% | +9.0% |
| 7D | +17.4% | +2.8% | +14.6% | +14.5% |
| 30D | +2.8% | -6.3% | +9.0% | +9.2% |
| 3M | -5.3% | +5.4% | -10.6% | -8.2% |
| 6M | +140.6% | +7.4% | +133.2% | +129.3% |
| YTD | +183.1% | +16.2% | +167.0% | +155.4% |
| 1Y | +326.8% | +26.8% | +299.9% | +259.6% |
| 3Y | +179.4% | +57.5% | +121.9% | +93.4% |
| All | +179.4% | +55.3% | +124.2% | +93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 3y: compounded portfolio wealth divided by compounded AME 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…
3y analysis · Full analysis span regression · 6 months rolling