+223.3%
INTC vs BB
+314.8%
-91.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -2.0% |
| 7D | +6.0% | +1.8% | +4.2% | +5.7% |
| 30D | -39.2% | +8.1% | -47.3% | -39.7% |
| 3M | -42.9% | -1.0% | -41.9% | -42.6% |
| 6M | -50.4% | +45.9% | -96.3% | -54.1% |
| YTD | +61.7% | +134.8% | -73.1% | +35.8% |
| 1Y | +66.1% | +104.6% | -38.5% | +42.8% |
| 3Y | +58.1% | +152.8% | -94.7% | +25.5% |
| 5Y | +27.9% | -17.4% | +45.3% | +20.0% |
| 10Y | +111.1% | +22.4% | +88.7% | +52.4% |
| All | +223.3% | +314.8% | -91.5% | +13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling