+289.3%
INTC vs BLK
+3.3%
+286.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.6% |
| 7D | +7.1% | -3.6% | +10.7% | +8.3% |
| 30D | -5.2% | -1.0% | -4.2% | -5.0% |
| 3M | -14.3% | +10.4% | -24.7% | -17.2% |
| 6M | +110.2% | +8.2% | +102.0% | +101.9% |
| YTD | +159.6% | +6.0% | +153.6% | +148.9% |
| 1Y | +289.3% | +3.3% | +285.9% | +279.9% |
| All | +289.3% | +3.3% | +286.0% | +279.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1y: compounded portfolio wealth divided by compounded BLK 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…
1y analysis · Full analysis span regression · 6 months rolling