+305.0%
INTC vs BEN
+43.6%
+261.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.2% | -4.8% |
| 7D | +9.4% | +0.3% | +9.1% | +9.3% |
| 30D | +2.7% | +0.9% | +1.8% | +2.1% |
| 3M | -6.3% | +9.2% | -15.5% | -10.5% |
| 6M | +114.5% | +36.8% | +77.7% | +83.1% |
| YTD | +171.9% | +44.4% | +127.5% | +128.5% |
| 1Y | +305.0% | +45.8% | +259.2% | +232.2% |
| All | +305.0% | +43.6% | +261.4% | +232.2% |
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