+57.4%
INTC vs BN
-3.9%
+61.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.1% | -9.8% | -5.5% |
| 7D | -39.0% | +12.0% | -51.0% | -41.4% |
| 30D | -49.8% | +17.0% | -66.9% | -52.8% |
| 3M | -42.2% | -3.2% | -39.0% | -40.8% |
| 6M | -39.2% | -3.9% | -35.3% | -37.3% |
| YTD | +57.9% | -5.6% | +63.5% | +51.9% |
| 1Y | +57.4% | -4.7% | +62.1% | +50.3% |
| All | +57.4% | -3.9% | +61.3% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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