+102.3%
INTC vs DELL
+1,035.2%
-932.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.3% | -0.2% | -3.8% |
| 7D | +9.4% | -1.9% | +11.3% | +10.3% |
| 30D | +2.7% | +14.9% | -12.2% | -2.5% |
| 3M | -6.3% | +37.2% | -43.5% | -16.2% |
| 6M | +114.5% | +254.0% | -139.5% | +32.2% |
| YTD | +171.9% | +306.1% | -134.3% | +57.5% |
| 1Y | +305.0% | +312.3% | -7.3% | +131.7% |
| 3Y | +168.3% | +654.0% | -485.7% | +9.0% |
| 5Y | +102.3% | +1,055.3% | -953.0% | -38.1% |
| All | +102.3% | +1,035.2% | -932.9% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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