+106.4%
INTC vs BIL
+25.7%
+80.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -4.0% | +0.1% | -4.1% | -4.4% |
| 30D | -44.5% | 0.0% | -44.5% | -44.0% |
| 3M | -40.4% | +0.6% | -41.0% | -40.9% |
| 6M | -53.5% | +1.5% | -55.0% | -55.3% |
| YTD | +57.5% | +2.8% | +54.7% | +44.0% |
| 1Y | +51.2% | +3.3% | +47.9% | +35.5% |
| 3Y | +51.6% | +13.4% | +38.2% | -12.2% |
| 5Y | +23.5% | +19.8% | +3.6% | -43.3% |
| 10Y | +106.4% | +25.7% | +80.7% | -9.7% |
| All | +106.4% | +25.7% | +80.7% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling