+116.0%
INTC vs BE
+1,217.4%
-1,101.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.9% | +4.6% | +2.2% |
| 7D | +18.0% | +23.9% | -6.0% | +13.4% |
| 30D | +8.9% | +27.8% | -18.9% | +4.0% |
| 3M | -1.6% | +3.7% | -5.3% | -3.2% |
| 6M | +133.1% | +78.0% | +55.1% | +108.8% |
| YTD | +187.9% | +209.9% | -22.0% | +137.4% |
| 1Y | +334.7% | +389.6% | -54.9% | +228.9% |
| 3Y | +184.2% | +1,730.6% | -1,546.4% | +62.7% |
| 5Y | +116.0% | +1,227.8% | -1,111.8% | +25.0% |
| All | +116.0% | +1,217.4% | -1,101.4% | +25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling