+154.8%
INTC vs ASX
+3,319.4%
-3,164.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.3% | -5.3% | -3.3% |
| 7D | -4.0% | -9.1% | +5.1% | -0.8% |
| 30D | -44.5% | -23.6% | -20.9% | -38.0% |
| 3M | -40.4% | -5.6% | -34.8% | -38.4% |
| 6M | -53.5% | +4.7% | -58.2% | -53.3% |
| YTD | +57.5% | +122.6% | -65.1% | +22.6% |
| 1Y | +51.2% | +133.0% | -81.8% | +16.0% |
| 3Y | +51.6% | +367.1% | -315.5% | -8.9% |
| 5Y | +23.5% | +504.7% | -481.3% | -32.3% |
| 10Y | +106.4% | +887.2% | -780.8% | -8.3% |
| All | +154.8% | +3,319.4% | -3,164.6% | -53.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling