+179.4%
INTC vs BB
+68.2%
+111.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +2.2% | +6.8% | +8.5% |
| 7D | +17.4% | +0.5% | +16.9% | +17.3% |
| 30D | +2.8% | -12.4% | +15.1% | +6.2% |
| 3M | -5.3% | -15.3% | +10.0% | -1.9% |
| 6M | +140.6% | +128.8% | +11.8% | +93.6% |
| YTD | +183.1% | +107.7% | +75.5% | +132.4% |
| 1Y | +326.8% | +103.9% | +222.9% | +251.2% |
| 3Y | +179.4% | +72.6% | +106.9% | +113.0% |
| All | +179.4% | +68.2% | +111.3% | +113.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling