+103.2%
INTC vs BG
+81.8%
+21.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.4% | +3.1% |
| 7D | +7.5% | +3.1% | +4.3% | +6.6% |
| 30D | +2.0% | +10.2% | -8.3% | -0.7% |
| 3M | -12.0% | -1.7% | -10.3% | -11.8% |
| 6M | +114.5% | +1.0% | +113.6% | +112.1% |
| YTD | +179.0% | +39.9% | +139.1% | +148.9% |
| 1Y | +318.3% | +53.2% | +265.1% | +261.0% |
| 3Y | +171.2% | +16.3% | +154.9% | +148.8% |
| All | +103.2% | +81.8% | +21.4% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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