+9,656.7%
INTC vs BEN
+5,129.3%
+4,527.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.6% |
| 7D | +17.1% | +11.3% | +5.8% | +12.1% |
| 30D | -40.5% | +15.0% | -55.5% | -43.7% |
| 3M | -39.4% | +7.8% | -47.2% | -41.0% |
| 6M | -49.3% | +15.5% | -64.8% | -52.1% |
| YTD | +65.9% | +55.4% | +10.5% | +38.4% |
| 1Y | +61.5% | +63.3% | -1.7% | +32.1% |
| 3Y | +59.6% | +83.4% | -23.8% | +21.9% |
| 5Y | +31.2% | +28.1% | +3.1% | +15.0% |
| 10Y | +116.6% | +59.1% | +57.5% | +61.9% |
| All | +9,656.7% | +5,129.3% | +4,527.4% | +2,141.3% |
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