+57.4%
INTC vs D
+23.9%
+33.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.4% | -8.2% | -1.1% |
| 7D | -39.0% | +8.5% | -47.5% | -35.7% |
| 30D | -49.8% | +14.3% | -64.2% | -46.0% |
| 3M | -42.2% | +1.8% | -44.0% | -39.6% |
| 6M | -39.2% | +13.0% | -52.2% | -35.3% |
| YTD | +57.9% | +22.7% | +35.2% | +70.8% |
| 1Y | +57.4% | +22.6% | +34.8% | +70.8% |
| All | +57.4% | +23.9% | +33.5% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1y: compounded portfolio wealth divided by compounded D 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…
1y analysis · Full analysis span regression · 6 months rolling