+305.0%
INTC vs BAX
-0.8%
+305.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -5.5% |
| 7D | +9.4% | -5.4% | +14.9% | +10.0% |
| 30D | +2.7% | -12.4% | +15.1% | +4.2% |
| 3M | -6.3% | +19.1% | -25.4% | -9.4% |
| 6M | +114.5% | +38.6% | +75.8% | +97.9% |
| YTD | +171.9% | +26.7% | +145.2% | +154.6% |
| 1Y | +305.0% | +1.0% | +304.0% | +313.6% |
| All | +305.0% | -0.8% | +305.8% | +313.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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