+318.3%
INTC vs BR
-31.7%
+350.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.4% |
| 7D | +7.5% | -3.0% | +10.4% | +5.5% |
| 30D | +2.0% | -0.3% | +2.3% | +2.2% |
| 3M | -12.0% | +17.3% | -29.3% | +0.3% |
| 6M | +114.5% | -6.7% | +121.2% | +122.0% |
| YTD | +179.0% | -23.4% | +202.4% | +147.1% |
| 1Y | +318.3% | -32.7% | +351.0% | +165.6% |
| All | +318.3% | -31.7% | +350.0% | +165.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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