+164.3%
INTC vs BR
-5.0%
+169.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.7% | -5.6% |
| 7D | +9.4% | -6.0% | +15.4% | +9.6% |
| 30D | +2.7% | -0.9% | +3.5% | +2.5% |
| 3M | -6.3% | +16.4% | -22.7% | -7.6% |
| 6M | +114.5% | -8.2% | +122.6% | +127.6% |
| YTD | +171.9% | -23.2% | +195.1% | +211.7% |
| 1Y | +305.0% | -30.9% | +335.9% | +393.9% |
| All | +164.3% | -5.0% | +169.4% | +166.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling