+17.7%
INTC vs BIL
+19.8%
-2.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | 0.0% | +7.7% | +7.5% |
| 7D | -14.4% | -0.3% | -14.2% | -13.1% |
| 30D | -50.2% | 0.0% | -50.2% | -49.4% |
| 3M | -43.6% | +0.6% | -44.2% | -42.4% |
| 6M | -50.2% | +1.5% | -51.7% | -49.7% |
| YTD | +52.5% | +2.8% | +49.8% | +47.7% |
| 1Y | +51.1% | +3.3% | +47.8% | +43.3% |
| 3Y | +50.3% | +13.5% | +36.8% | -20.7% |
| All | +17.7% | +19.8% | -2.1% | -39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling