+179.4%
INTC vs BN
+79.0%
+100.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.6% | +11.6% | +10.6% |
| 7D | +17.4% | -1.2% | +18.6% | +18.1% |
| 30D | +2.8% | -10.9% | +13.7% | +10.2% |
| 3M | -5.3% | -11.1% | +5.8% | +1.4% |
| 6M | +140.6% | -4.4% | +145.0% | +144.3% |
| YTD | +183.1% | -14.1% | +197.3% | +204.1% |
| 1Y | +326.8% | -11.1% | +337.8% | +345.9% |
| 3Y | +179.4% | +75.6% | +103.9% | +107.1% |
| All | +179.4% | +79.0% | +100.4% | +107.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling