+37.3%
INTC vs BE
+979.8%
-942.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.6% | +1.5% | -1.5% |
| 7D | +17.1% | +20.5% | -3.4% | +14.0% |
| 30D | -40.5% | -23.4% | -17.1% | -38.0% |
| 3M | -39.4% | -14.9% | -24.5% | -37.9% |
| 6M | -49.3% | -28.1% | -21.2% | -47.3% |
| YTD | +65.9% | +132.4% | -66.5% | +49.2% |
| 1Y | +61.5% | +59.4% | +2.2% | +50.0% |
| 3Y | +59.6% | +1,815.8% | -1,756.2% | +5.7% |
| 5Y | +31.2% | +491.3% | -460.1% | -5.9% |
| All | +37.3% | +979.8% | -942.5% | -18.8% |
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