+174.0%
INTC vs ASX
+3,544.9%
-3,370.9%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +6.6% | +0.9% | +5.0% |
| 7D | +7.3% | +0.8% | +6.4% | +6.5% |
| 30D | -38.3% | -20.4% | -17.9% | -32.1% |
| 3M | -36.0% | -2.1% | -33.9% | -34.8% |
| 6M | -51.7% | +8.2% | -59.9% | -52.1% |
| YTD | +69.4% | +137.3% | -67.9% | +28.7% |
| 1Y | +65.0% | +155.0% | -90.0% | +22.6% |
| 3Y | +63.0% | +397.9% | -334.9% | -4.3% |
| 5Y | +33.4% | +529.2% | -495.9% | -28.0% |
| 10Y | +121.2% | +1,007.5% | -886.3% | -5.4% |
| All | +174.0% | +3,544.9% | -3,370.9% | -50.8% |
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