+121.2%
INTC vs AR
+58.9%
+62.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.5% | +6.0% | +7.4% |
| 7D | +7.3% | +2.1% | +5.2% | +7.1% |
| 30D | -38.3% | +4.5% | -42.8% | -38.7% |
| 3M | -36.0% | +1.0% | -37.0% | -36.3% |
| 6M | -51.7% | +4.4% | -56.1% | -52.2% |
| YTD | +69.4% | +10.9% | +58.5% | +65.5% |
| 1Y | +65.0% | +8.6% | +56.4% | +61.6% |
| 3Y | +63.0% | +48.5% | +14.5% | +53.5% |
| 5Y | +33.4% | +95.7% | -62.4% | +21.1% |
| 10Y | +121.2% | +55.5% | +65.7% | +110.5% |
| All | +121.2% | +58.9% | +62.3% | +110.5% |
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