+57.4%
INTC vs BA
-12.3%
+69.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.1% | -5.9% | -4.7% |
| 7D | -39.0% | +5.9% | -44.9% | -40.6% |
| 30D | -49.8% | -8.2% | -41.7% | -48.1% |
| 3M | -42.2% | -25.4% | -16.9% | -33.2% |
| 6M | -39.2% | -20.0% | -19.1% | -31.9% |
| YTD | +57.9% | -18.5% | +76.4% | +65.6% |
| 1Y | +57.4% | -10.6% | +68.0% | +54.0% |
| All | +57.4% | -12.3% | +69.6% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1y: compounded portfolio wealth divided by compounded BA 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…
1y analysis · Full analysis span regression · 6 months rolling