+114.9%
INTC vs BE
+1,252.2%
-1,137.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +7.4% | -2.8% | +3.5% |
| 7D | +7.1% | +20.0% | -12.9% | +4.4% |
| 30D | -5.2% | +7.9% | -13.1% | -6.3% |
| 3M | -14.3% | -13.2% | -1.1% | -13.3% |
| 6M | +110.2% | +53.5% | +56.7% | +96.8% |
| YTD | +159.6% | +191.0% | -31.4% | +125.9% |
| 1Y | +289.3% | +360.5% | -71.2% | +216.5% |
| 3Y | +166.1% | +1,568.0% | -1,402.0% | +76.5% |
| 5Y | +94.4% | +1,055.2% | -960.8% | +29.2% |
| All | +114.9% | +1,252.2% | -1,137.3% | +23.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling