+93.9%
INTC vs AR
+143.7%
-49.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.2% | +4.6% |
| 7D | +7.1% | +2.5% | +4.6% | +6.6% |
| 30D | -5.2% | +14.8% | -20.0% | -7.7% |
| 3M | -14.3% | +6.2% | -20.5% | -15.6% |
| 6M | +110.2% | +4.3% | +105.9% | +106.1% |
| YTD | +159.6% | +14.4% | +145.3% | +148.5% |
| 1Y | +289.3% | +21.3% | +267.9% | +266.7% |
| 3Y | +166.1% | +39.8% | +126.3% | +140.4% |
| All | +93.9% | +143.7% | -49.9% | +59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling