+66.1%
INTC vs D
+15.6%
+50.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.4% |
| 7D | +6.0% | -1.4% | +7.4% | +5.1% |
| 30D | -39.2% | +7.7% | -46.9% | -36.1% |
| 3M | -42.9% | -0.3% | -42.7% | -41.2% |
| 6M | -50.4% | +10.1% | -60.5% | -48.0% |
| YTD | +61.7% | +19.1% | +42.6% | +73.2% |
| 1Y | +66.1% | +15.9% | +50.2% | +76.5% |
| All | +66.1% | +15.6% | +50.5% | +76.5% |
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