+252.1%
INTC vs BB
+1.6%
+250.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +2.3% |
| 7D | +7.5% | -0.4% | +7.8% | +7.6% |
| 30D | +2.0% | -12.5% | +14.5% | +4.7% |
| 3M | -12.0% | -17.4% | +5.5% | -9.1% |
| 6M | +114.5% | +119.1% | -4.6% | +82.0% |
| YTD | +179.0% | +102.4% | +76.6% | +139.8% |
| 1Y | +318.3% | +98.2% | +220.1% | +260.3% |
| 3Y | +171.2% | +46.9% | +124.3% | +135.3% |
| 5Y | +107.6% | -26.4% | +134.0% | +93.2% |
| All | +252.1% | +1.6% | +250.5% | +138.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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