+224.5%
INTC vs D
+35.1%
+189.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.6% |
| 7D | +7.1% | +1.5% | +5.6% | +6.6% |
| 30D | -5.2% | -2.6% | -2.6% | -4.4% |
| 3M | -14.3% | 0.0% | -14.3% | -14.6% |
| 6M | +110.2% | +7.4% | +102.8% | +103.6% |
| YTD | +159.6% | +15.9% | +143.8% | +144.5% |
| 1Y | +289.3% | +18.1% | +271.2% | +262.4% |
| 3Y | +166.1% | +58.4% | +107.7% | +116.7% |
| 5Y | +94.4% | +5.2% | +89.2% | +86.1% |
| All | +224.5% | +35.1% | +189.4% | +185.1% |
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