+15,172.7%
INTC vs B
+803.7%
+14,369.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.2% | +6.7% | +4.7% |
| 7D | +7.1% | -1.6% | +8.7% | +7.2% |
| 30D | -5.2% | +9.4% | -14.6% | -5.9% |
| 3M | -14.3% | +5.0% | -19.3% | -14.6% |
| 6M | +110.2% | -3.5% | +113.7% | +110.4% |
| YTD | +159.6% | +4.5% | +155.2% | +158.4% |
| 1Y | +289.3% | +67.8% | +221.5% | +276.0% |
| 3Y | +166.1% | +196.7% | -30.6% | +147.9% |
| 5Y | +94.4% | +151.9% | -57.6% | +81.8% |
| 10Y | +227.7% | +202.2% | +25.5% | +201.8% |
| All | +15,172.7% | +803.7% | +14,369.0% | +15,013.4% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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