+253.8%
INTC vs D
+35.9%
+218.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.6% | +8.5% | +8.9% |
| 7D | +17.4% | +0.8% | +16.7% | +17.1% |
| 30D | +2.8% | -0.7% | +3.5% | +3.0% |
| 3M | -5.3% | +2.1% | -7.3% | -6.1% |
| 6M | +140.6% | +6.8% | +133.8% | +133.6% |
| YTD | +183.1% | +16.5% | +166.6% | +166.1% |
| 1Y | +326.8% | +19.2% | +307.6% | +296.2% |
| 3Y | +179.4% | +61.9% | +117.6% | +125.8% |
| 5Y | +111.7% | +6.5% | +105.2% | +101.9% |
| 10Y | +253.8% | +35.3% | +218.6% | +210.4% |
| All | +253.8% | +35.9% | +218.0% | +210.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling