+171.2%
INTC vs AU
+577.5%
-406.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.5% |
| 7D | +7.5% | -4.3% | +11.7% | +8.3% |
| 30D | +2.0% | +7.3% | -5.3% | +0.3% |
| 3M | -12.0% | +26.3% | -38.3% | -16.4% |
| 6M | +114.5% | +1.8% | +112.8% | +110.4% |
| YTD | +179.0% | +26.8% | +152.2% | +167.5% |
| 1Y | +318.3% | +66.7% | +251.6% | +289.0% |
| 3Y | +171.2% | +579.1% | -407.9% | +113.5% |
| All | +171.2% | +577.5% | -406.3% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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