+368.6%
INTC vs BIL
+30.8%
+337.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | 0.0% | +7.5% | +7.5% |
| 7D | +7.3% | +0.1% | +7.2% | +7.5% |
| 30D | -38.3% | 0.0% | -38.3% | -38.3% |
| 3M | -36.0% | +0.6% | -36.6% | -34.8% |
| 6M | -51.7% | +1.5% | -53.2% | -49.4% |
| YTD | +69.4% | +2.8% | +66.6% | +84.4% |
| 1Y | +65.0% | +3.3% | +61.7% | +82.6% |
| 3Y | +63.0% | +13.4% | +49.6% | +142.7% |
| 5Y | +33.4% | +19.8% | +13.5% | +141.1% |
| 10Y | +121.2% | +25.7% | +95.5% | +384.2% |
| All | +368.6% | +30.8% | +337.7% | +876.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling