+807.2%
INTC vs BR
+1,286.0%
-478.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.5% | +11.5% | +10.2% |
| 7D | +17.4% | -5.9% | +23.4% | +20.6% |
| 30D | +2.8% | +1.9% | +0.9% | +1.2% |
| 3M | -5.3% | +14.7% | -19.9% | -13.3% |
| 6M | +140.6% | -12.8% | +153.4% | +149.5% |
| YTD | +183.1% | -23.0% | +206.2% | +209.8% |
| 1Y | +326.8% | -31.7% | +358.4% | +394.2% |
| 3Y | +179.4% | -4.8% | +184.2% | +170.8% |
| 5Y | +111.7% | +7.8% | +103.9% | +89.5% |
| 10Y | +253.8% | +184.1% | +69.8% | +92.1% |
| All | +807.2% | +1,286.0% | -478.7% | +120.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling