+93.9%
INTC vs D
+5.6%
+88.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.6% |
| 7D | +7.1% | +1.5% | +5.6% | +6.8% |
| 30D | -5.2% | -2.6% | -2.6% | -4.8% |
| 3M | -14.3% | 0.0% | -14.3% | -14.5% |
| 6M | +110.2% | +7.4% | +102.8% | +106.3% |
| YTD | +159.6% | +15.9% | +143.8% | +150.5% |
| 1Y | +289.3% | +18.1% | +271.2% | +272.6% |
| 3Y | +166.1% | +58.4% | +107.7% | +134.8% |
| All | +93.9% | +5.6% | +88.3% | +93.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling