+179.9%
INTC vs BEN
+53.1%
+126.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.5% |
| 7D | +18.0% | +3.4% | +14.6% | +16.0% |
| 30D | +8.9% | +1.8% | +7.2% | +7.9% |
| 3M | -1.6% | +8.4% | -9.9% | -5.5% |
| 6M | +133.1% | +35.6% | +97.5% | +100.6% |
| YTD | +187.9% | +46.4% | +141.6% | +138.4% |
| 1Y | +334.7% | +46.3% | +288.4% | +258.6% |
| All | +179.9% | +53.1% | +126.8% | +112.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling