+111.7%
INTC vs BAC
+71.7%
+40.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.5% | +9.5% | +9.3% |
| 7D | +17.4% | +1.2% | +16.3% | +16.7% |
| 30D | +2.8% | -0.7% | +3.5% | +3.0% |
| 3M | -5.3% | +16.9% | -22.2% | -13.2% |
| 6M | +140.6% | +29.6% | +111.0% | +108.1% |
| YTD | +183.1% | +15.3% | +167.9% | +159.6% |
| 1Y | +326.8% | +28.8% | +297.9% | +267.8% |
| 3Y | +179.4% | +136.4% | +43.1% | +76.6% |
| 5Y | +111.7% | +72.9% | +38.8% | +49.1% |
| All | +111.7% | +71.7% | +40.1% | +49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling