+791.2%
INTC vs AU
+789.2%
+2.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.0% | +1.6% |
| 7D | +18.0% | +0.6% | +17.3% | +17.9% |
| 30D | +8.9% | +12.3% | -3.4% | +7.6% |
| 3M | -1.6% | +29.4% | -30.9% | -4.1% |
| 6M | +133.1% | +3.2% | +129.9% | +131.5% |
| YTD | +187.9% | +31.8% | +156.1% | +179.9% |
| 1Y | +334.7% | +83.4% | +251.3% | +310.7% |
| 3Y | +184.2% | +623.1% | -438.9% | +137.5% |
| 5Y | +116.0% | +700.5% | -584.5% | +77.5% |
| 10Y | +270.0% | +717.6% | -447.6% | +190.3% |
| All | +791.2% | +789.2% | +2.0% | +584.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling