+253.8%
INTC vs AR
+45.1%
+208.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.8% | +9.9% | +9.1% |
| 7D | +17.4% | -1.8% | +19.3% | +17.6% |
| 30D | +2.8% | +12.6% | -9.8% | +1.3% |
| 3M | -5.3% | +10.0% | -15.3% | -6.6% |
| 6M | +140.6% | +0.6% | +140.0% | +138.9% |
| YTD | +183.1% | +13.4% | +169.7% | +176.6% |
| 1Y | +326.8% | +21.7% | +305.0% | +312.9% |
| 3Y | +179.4% | +45.8% | +133.6% | +163.7% |
| 5Y | +111.7% | +144.3% | -32.5% | +88.8% |
| 10Y | +253.8% | +41.8% | +212.0% | +244.2% |
| All | +253.8% | +45.1% | +208.7% | +244.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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