+24.0%
INTC vs BB
-13.7%
+37.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -58.2% |
| YTD | +57.5% | +141.2% | -83.6% | +22.0% |
| 1Y | +51.2% | +97.4% | -46.2% | +22.9% |
| 3Y | +51.6% | +151.1% | -99.5% | +8.8% |
| All | +24.0% | -13.7% | +37.7% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling