+131.0%
INTC vs BE
+1,374.6%
-1,243.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.7% | -4.1% | +1.7% |
| 7D | +7.5% | +9.0% | -1.6% | +6.2% |
| 30D | +2.0% | +16.3% | -14.3% | -0.1% |
| 3M | -12.0% | +10.8% | -22.8% | -13.7% |
| 6M | +114.5% | +73.2% | +41.3% | +98.1% |
| YTD | +179.0% | +217.4% | -38.4% | +139.9% |
| 1Y | +318.3% | +309.8% | +8.5% | +244.0% |
| 3Y | +171.2% | +1,726.2% | -1,554.9% | +77.7% |
| 5Y | +107.6% | +1,306.2% | -1,198.6% | +35.2% |
| All | +131.0% | +1,374.6% | -1,243.6% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 10y: compounded portfolio wealth divided by compounded BE 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…
10y analysis · Full analysis span regression · 6 months rolling