+289.3%
INTC vs BEN
+42.6%
+246.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.5% | +1.0% | +2.6% |
| 7D | +7.1% | +0.2% | +6.8% | +6.9% |
| 30D | -5.2% | -0.5% | -4.7% | -5.0% |
| 3M | -14.3% | +9.7% | -24.0% | -18.3% |
| 6M | +110.2% | +33.9% | +76.3% | +79.1% |
| YTD | +159.6% | +49.0% | +110.6% | +114.5% |
| 1Y | +289.3% | +42.1% | +247.2% | +221.5% |
| All | +289.3% | +42.6% | +246.7% | +221.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling