+399.3%
INTC vs BLK
+12,905.6%
-12,506.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.6% |
| 7D | +18.0% | -2.7% | +20.6% | +19.3% |
| 30D | +8.9% | -4.8% | +13.7% | +11.0% |
| 3M | -1.6% | +6.5% | -8.0% | -5.0% |
| 6M | +133.1% | +13.1% | +119.9% | +118.6% |
| YTD | +187.9% | +1.8% | +186.1% | +181.9% |
| 1Y | +334.7% | -1.0% | +335.7% | +330.3% |
| 3Y | +184.2% | +66.0% | +118.2% | +125.8% |
| 5Y | +116.0% | +31.2% | +84.8% | +87.8% |
| 10Y | +270.0% | +278.5% | -8.5% | +108.2% |
| All | +399.3% | +12,905.6% | -12,506.2% | -6.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling