+102.3%
INTC vs BTDR
+16.5%
+85.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.5% | +0.9% | -4.9% |
| 7D | +9.4% | -3.2% | +12.6% | +9.8% |
| 30D | +2.7% | +32.7% | -30.0% | -0.4% |
| 3M | -6.3% | -28.4% | +22.1% | -4.1% |
| 6M | +114.5% | +51.7% | +62.7% | +105.4% |
| YTD | +171.9% | +2.9% | +169.0% | +166.4% |
| 1Y | +305.0% | -15.5% | +320.5% | +298.3% |
| 3Y | +168.3% | 0.0% | +168.3% | +141.3% |
| 5Y | +102.3% | +16.5% | +85.8% | +75.0% |
| All | +102.3% | +16.5% | +85.8% | +75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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