+116.0%
INTC vs BN
+33.2%
+82.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.8% |
| 7D | +18.0% | -3.0% | +21.0% | +19.9% |
| 30D | +8.9% | -13.0% | +21.9% | +18.2% |
| 3M | -1.6% | -15.2% | +13.7% | +8.3% |
| 6M | +133.1% | -5.9% | +139.0% | +139.3% |
| YTD | +187.9% | -15.8% | +203.7% | +212.9% |
| 1Y | +334.7% | -12.2% | +346.9% | +359.2% |
| 3Y | +184.2% | +72.2% | +112.0% | +101.9% |
| 5Y | +116.0% | +33.2% | +82.8% | +69.6% |
| All | +116.0% | +33.2% | +82.8% | +69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling