+51.2%
INTC vs AR
+9.7%
+41.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.3% | -1.0% | +4.2% |
| 7D | -4.0% | -5.8% | +1.8% | -5.4% |
| 30D | -44.5% | +4.8% | -49.3% | -43.5% |
| 3M | -40.4% | +1.5% | -41.9% | -39.6% |
| 6M | -53.5% | +4.7% | -58.2% | -52.2% |
| YTD | +57.5% | +9.2% | +48.3% | +55.9% |
| 1Y | +51.2% | +11.2% | +40.0% | +49.4% |
| All | +51.2% | +9.7% | +41.5% | +49.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling