+117.4%
INTC vs BEN
+58.0%
+59.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.5% |
| 7D | +17.1% | +11.3% | +5.8% | +11.2% |
| 30D | -40.5% | +15.0% | -55.5% | -44.2% |
| 3M | -39.4% | +7.8% | -47.2% | -41.3% |
| 6M | -49.3% | +15.5% | -64.8% | -52.6% |
| YTD | +65.9% | +55.4% | +10.5% | +34.5% |
| 1Y | +61.5% | +63.3% | -1.7% | +27.9% |
| 3Y | +59.6% | +83.4% | -23.8% | +16.2% |
| 5Y | +31.2% | +28.1% | +3.1% | +10.1% |
| All | +117.4% | +58.0% | +59.4% | +56.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling