+106.4%
INTC vs D
+44.7%
+61.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | -4.0% | +2.4% | -6.4% | -4.7% |
| 30D | -44.5% | +10.9% | -55.4% | -46.5% |
| 3M | -40.4% | +2.8% | -43.2% | -41.3% |
| 6M | -53.5% | +12.7% | -66.2% | -55.8% |
| YTD | +57.5% | +20.3% | +37.2% | +45.7% |
| 1Y | +51.2% | +17.1% | +34.1% | +40.9% |
| 3Y | +51.6% | +75.1% | -23.6% | +18.7% |
| 5Y | +23.5% | +13.1% | +10.3% | +14.7% |
| 10Y | +106.4% | +48.3% | +58.1% | +74.0% |
| All | +106.4% | +44.7% | +61.7% | +74.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling