+58.1%
INTC vs BAC
+99.1%
-40.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -3.1% |
| 7D | +6.0% | +3.2% | +2.8% | +3.9% |
| 30D | -39.2% | -0.7% | -38.5% | -38.6% |
| 3M | -42.9% | -20.0% | -23.0% | -34.7% |
| 6M | -50.4% | +3.4% | -53.8% | -51.9% |
| YTD | +61.7% | -5.7% | +67.4% | +65.3% |
| 1Y | +66.1% | -1.4% | +67.6% | +64.6% |
| 3Y | +58.1% | +97.9% | -39.8% | +4.2% |
| All | +58.1% | +99.1% | -40.9% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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