+243.2%
INTC vs BN
+263.5%
-20.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.4% | -4.9% |
| 7D | +9.4% | -5.9% | +15.3% | +13.0% |
| 30D | +2.7% | -15.1% | +17.7% | +12.3% |
| 3M | -6.3% | -14.6% | +8.3% | +2.0% |
| 6M | +114.5% | -8.4% | +122.9% | +123.5% |
| YTD | +171.9% | -16.8% | +188.7% | +196.4% |
| 1Y | +305.0% | -14.4% | +319.4% | +333.8% |
| 3Y | +168.3% | +70.1% | +98.2% | +96.6% |
| 5Y | +102.3% | +33.5% | +68.8% | +64.8% |
| All | +243.2% | +263.5% | -20.4% | +79.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling