+111.9%
INTC vs BIL
+26.1%
+85.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.6% |
| 7D | +6.0% | +0.1% | +5.9% | +5.9% |
| 30D | -39.2% | +0.3% | -39.5% | -39.6% |
| 3M | -42.9% | +1.0% | -43.9% | -44.2% |
| 6M | -50.4% | +1.9% | -52.3% | -53.1% |
| YTD | +61.7% | +3.2% | +58.5% | +45.2% |
| 1Y | +66.1% | +3.7% | +62.4% | +46.3% |
| 3Y | +58.1% | +13.8% | +44.3% | -10.7% |
| 5Y | +27.9% | +20.3% | +7.6% | -43.1% |
| All | +111.9% | +26.1% | +85.8% | -11.5% |
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