+252.1%
INTC vs BA
+80.3%
+171.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.1% | +1.6% |
| 7D | +7.5% | -0.8% | +8.3% | +7.8% |
| 30D | +2.0% | -9.0% | +10.9% | +5.4% |
| 3M | -12.0% | -5.0% | -6.9% | -10.7% |
| 6M | +114.5% | -1.7% | +116.3% | +115.4% |
| YTD | +179.0% | -3.1% | +182.0% | +180.8% |
| 1Y | +318.3% | -4.3% | +322.6% | +322.6% |
| 3Y | +171.2% | -0.3% | +171.5% | +163.9% |
| 5Y | +107.6% | +0.1% | +107.5% | +95.9% |
| All | +252.1% | +80.3% | +171.9% | +196.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling