+54.1%
INTC vs BB
+154.6%
-100.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.8% |
| 7D | -4.0% | +11.6% | -15.6% | -7.0% |
| 30D | -44.5% | +2.6% | -47.1% | -44.4% |
| 3M | -40.4% | +3.5% | -43.9% | -40.7% |
| 6M | -53.5% | +43.5% | -97.0% | -57.8% |
| YTD | +57.5% | +141.2% | -83.6% | +23.9% |
| 1Y | +51.2% | +97.4% | -46.2% | +24.6% |
| All | +54.1% | +154.6% | -100.5% | +11.6% |
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