+27.8%
INTC vs BEN
+28.2%
-0.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -2.8% |
| 7D | +6.0% | +6.8% | -0.8% | +2.0% |
| 30D | -39.2% | +18.0% | -57.2% | -44.6% |
| 3M | -42.9% | +7.5% | -50.4% | -45.1% |
| 6M | -50.4% | +14.7% | -65.1% | -54.1% |
| YTD | +61.7% | +56.1% | +5.6% | +25.4% |
| 1Y | +66.1% | +69.6% | -3.5% | +22.9% |
| 3Y | +58.1% | +87.7% | -29.5% | +4.8% |
| All | +27.8% | +28.2% | -0.4% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling