+252.1%
INTC vs DE
+863.9%
-611.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | +7.5% | -2.6% | +10.0% | +8.5% |
| 30D | +2.0% | +9.0% | -7.1% | -2.2% |
| 3M | -12.0% | +19.1% | -31.1% | -18.8% |
| 6M | +114.5% | +14.4% | +100.2% | +100.1% |
| YTD | +179.0% | +45.9% | +133.0% | +131.6% |
| 1Y | +318.3% | +43.6% | +274.7% | +248.2% |
| 3Y | +171.2% | +75.9% | +95.3% | +102.8% |
| 5Y | +107.6% | +98.8% | +8.8% | +40.4% |
| All | +252.1% | +863.9% | -611.8% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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