+103.2%
INTC vs BR
+8.0%
+95.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | +7.5% | -3.0% | +10.4% | +8.3% |
| 30D | +2.0% | -0.3% | +2.3% | +1.7% |
| 3M | -12.0% | +17.3% | -29.3% | -17.9% |
| 6M | +114.5% | -6.7% | +121.2% | +120.8% |
| YTD | +179.0% | -23.4% | +202.4% | +216.0% |
| 1Y | +318.3% | -32.7% | +351.0% | +410.2% |
| 3Y | +171.2% | -5.9% | +177.1% | +166.4% |
| All | +103.2% | +8.0% | +95.2% | +66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling