+289.3%
INTC vs DGX
+33.7%
+255.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +3.9% |
| 7D | +7.1% | -2.3% | +9.4% | +5.4% |
| 30D | -5.2% | +0.6% | -5.8% | -4.7% |
| 3M | -14.3% | +21.4% | -35.7% | -0.5% |
| 6M | +110.2% | +14.7% | +95.5% | +138.9% |
| YTD | +159.6% | +38.4% | +121.2% | +221.6% |
| 1Y | +289.3% | +34.0% | +255.3% | +387.5% |
| All | +289.3% | +33.7% | +255.6% | +387.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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