+93.9%
INTC vs ASX
+429.3%
-335.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.4% |
| 7D | +7.1% | -0.7% | +7.8% | +7.5% |
| 30D | -5.2% | +2.0% | -7.2% | -6.5% |
| 3M | -14.3% | -1.3% | -13.0% | -12.9% |
| 6M | +110.2% | +71.4% | +38.7% | +53.3% |
| YTD | +159.6% | +135.3% | +24.3% | +56.2% |
| 1Y | +289.3% | +267.5% | +21.8% | +78.7% |
| 3Y | +166.1% | +388.5% | -222.4% | -0.5% |
| All | +93.9% | +429.3% | -335.4% | -37.7% |
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