+668.5%
INTC vs BTG
+385.9%
+282.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.6% |
| 7D | +18.0% | +2.4% | +15.6% | +17.8% |
| 30D | +8.9% | +9.5% | -0.5% | +8.3% |
| 3M | -1.6% | +38.5% | -40.1% | -3.8% |
| 6M | +133.1% | +5.6% | +127.4% | +131.3% |
| YTD | +187.9% | +23.9% | +164.0% | +182.9% |
| 1Y | +334.7% | +32.1% | +302.6% | +324.8% |
| 3Y | +184.2% | +103.2% | +81.0% | +170.0% |
| 5Y | +116.0% | +79.7% | +36.3% | +105.5% |
| 10Y | +270.0% | +159.1% | +110.8% | +246.3% |
| All | +668.5% | +385.9% | +282.7% | +739.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling