+9,411.2%
INTC vs BEN
+5,152.6%
+4,258.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -2.7% |
| 7D | +6.0% | +6.8% | -0.8% | +3.1% |
| 30D | -39.2% | +18.0% | -57.2% | -43.1% |
| 3M | -42.9% | +7.5% | -50.4% | -44.4% |
| 6M | -50.4% | +14.7% | -65.1% | -53.0% |
| YTD | +61.7% | +56.1% | +5.6% | +34.7% |
| 1Y | +66.1% | +69.6% | -3.5% | +33.7% |
| 3Y | +58.1% | +87.7% | -29.5% | +19.6% |
| 5Y | +27.9% | +28.6% | -0.8% | +11.8% |
| 10Y | +111.1% | +59.8% | +51.3% | +57.5% |
| All | +9,411.2% | +5,152.6% | +4,258.6% | +2,080.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling