+164.3%
INTC vs BTG
+94.1%
+70.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.9% | -2.7% | -5.0% |
| 7D | +9.4% | -5.5% | +14.9% | +10.7% |
| 30D | +2.7% | +6.1% | -3.4% | +1.1% |
| 3M | -6.3% | +38.6% | -44.9% | -13.8% |
| 6M | +114.5% | +0.7% | +113.8% | +110.3% |
| YTD | +171.9% | +20.3% | +151.5% | +156.4% |
| 1Y | +305.0% | +25.0% | +280.0% | +273.7% |
| All | +164.3% | +94.1% | +70.2% | +116.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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