+116.0%
INTC vs BB
-25.5%
+141.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.1% |
| 7D | +18.0% | +1.8% | +16.1% | +17.4% |
| 30D | +8.9% | -12.2% | +21.2% | +12.7% |
| 3M | -1.6% | -12.3% | +10.8% | +1.2% |
| 6M | +133.1% | +122.7% | +10.4% | +84.7% |
| YTD | +187.9% | +104.5% | +83.4% | +132.6% |
| 1Y | +334.7% | +106.7% | +228.0% | +249.0% |
| 3Y | +184.2% | +70.0% | +114.2% | +124.4% |
| 5Y | +116.0% | -27.8% | +143.8% | +101.4% |
| All | +116.0% | -25.5% | +141.5% | +101.4% |
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