+17.7%
INTC vs AR
+71.8%
-54.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.8% | +8.5% | +7.9% |
| 7D | -14.4% | -14.3% | -0.2% | -12.1% |
| 30D | -50.2% | +1.4% | -51.7% | -50.5% |
| 3M | -43.6% | +3.4% | -47.0% | -44.3% |
| 6M | -50.2% | -2.1% | -48.1% | -50.5% |
| YTD | +52.5% | +4.7% | +47.8% | +47.4% |
| 1Y | +51.1% | +10.6% | +40.6% | +44.1% |
| 3Y | +50.3% | +24.6% | +25.7% | +37.7% |
| All | +17.7% | +71.8% | -54.1% | +1.7% |
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