-50.4%
INTC vs BEN
+16.5%
-66.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -2.9% |
| 7D | +6.0% | +6.8% | -0.8% | +0.1% |
| 30D | -39.2% | +18.0% | -57.2% | -46.1% |
| 3M | -42.9% | +7.5% | -50.4% | -46.2% |
| 6M | -50.4% | +14.7% | -65.1% | -55.0% |
| All | -50.4% | +16.5% | -66.9% | -55.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling