+51.6%
INTC vs ASX
+381.9%
-330.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.3% | -5.3% | -4.5% |
| 7D | -4.0% | -9.1% | +5.1% | +1.5% |
| 30D | -44.5% | -23.6% | -20.9% | -31.9% |
| 3M | -40.4% | -5.6% | -34.8% | -37.5% |
| 6M | -53.5% | +4.7% | -58.2% | -54.6% |
| YTD | +57.5% | +122.6% | -65.1% | -3.7% |
| 1Y | +51.2% | +133.0% | -81.8% | -9.9% |
| 3Y | +51.6% | +367.1% | -315.5% | -48.4% |
| All | +51.6% | +381.9% | -330.3% | -48.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling