+110.2%
INTC vs BAX
+35.3%
+74.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.5% | +4.5% |
| 7D | +7.1% | -1.1% | +8.2% | +7.1% |
| 30D | -5.2% | -5.5% | +0.2% | -4.9% |
| 3M | -14.3% | +33.5% | -47.8% | -17.3% |
| 6M | +110.2% | +35.9% | +74.3% | +101.3% |
| All | +110.2% | +35.3% | +74.9% | +101.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling