+23.5%
INTC vs ASX
+497.4%
-474.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.3% | -5.3% | -4.4% |
| 7D | -4.0% | -9.1% | +5.1% | +1.3% |
| 30D | -44.5% | -23.6% | -20.9% | -32.8% |
| 3M | -40.4% | -5.6% | -34.8% | -37.6% |
| 6M | -53.5% | +4.7% | -58.2% | -54.4% |
| YTD | +57.5% | +122.6% | -65.1% | -2.2% |
| 1Y | +51.2% | +133.0% | -81.8% | -8.5% |
| 3Y | +51.6% | +367.1% | -315.5% | -42.8% |
| 5Y | +23.5% | +504.7% | -481.3% | -61.4% |
| All | +23.5% | +497.4% | -474.0% | -61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling