+270.0%
INTC vs ASX
+973.8%
-703.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.5% | -1.8% | -0.2% |
| 7D | +18.0% | +11.1% | +6.9% | +11.6% |
| 30D | +8.9% | +9.6% | -0.7% | +3.8% |
| 3M | -1.6% | +18.6% | -20.2% | -9.3% |
| 6M | +133.1% | +92.1% | +41.0% | +70.9% |
| YTD | +187.9% | +158.5% | +29.4% | +82.4% |
| 1Y | +334.7% | +271.9% | +62.8% | +130.9% |
| 3Y | +184.2% | +465.2% | -281.1% | +22.2% |
| 5Y | +116.0% | +479.4% | -363.4% | -11.1% |
| 10Y | +270.0% | +992.0% | -722.0% | +10.2% |
| All | +270.0% | +973.8% | -703.8% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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