+35.9%
INTC vs AS
+137.8%
-101.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.2% | -1.7% |
| 7D | -4.0% | +4.5% | -8.5% | -4.9% |
| 30D | -44.5% | +13.2% | -57.7% | -46.1% |
| 3M | -40.4% | -11.9% | -28.5% | -38.9% |
| 6M | -53.5% | -11.6% | -41.9% | -52.5% |
| YTD | +57.5% | -14.7% | +72.2% | +60.5% |
| 1Y | +51.2% | +5.7% | +45.5% | +46.3% |
| All | +35.9% | +137.8% | -101.9% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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