+93.9%
INTC vs BIL
+19.4%
+74.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +7.1% | +0.1% | +7.0% | +7.1% |
| 30D | -5.2% | +0.3% | -5.5% | -5.1% |
| 3M | -14.3% | +0.9% | -15.2% | -15.0% |
| 6M | +110.2% | +1.8% | +108.3% | +103.0% |
| YTD | +159.6% | +2.4% | +157.2% | +144.2% |
| 1Y | +289.3% | +3.7% | +285.5% | +249.8% |
| 3Y | +166.1% | +14.2% | +151.9% | +31.4% |
| All | +93.9% | +19.4% | +74.5% | -7.1% |
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