+1,056.3%
INTC vs DGX
+8,794.8%
-7,738.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +18.0% | -2.2% | +20.2% | +18.7% |
| 30D | +8.9% | -0.9% | +9.9% | +9.1% |
| 3M | -1.6% | +15.6% | -17.1% | -6.1% |
| 6M | +133.1% | +17.8% | +115.3% | +119.9% |
| YTD | +187.9% | +37.5% | +150.5% | +158.5% |
| 1Y | +334.7% | +31.2% | +303.5% | +294.1% |
| 3Y | +184.2% | +96.6% | +87.6% | +126.9% |
| 5Y | +116.0% | +64.9% | +51.1% | +79.9% |
| 10Y | +270.0% | +254.6% | +15.4% | +143.7% |
| All | +1,056.3% | +8,794.8% | -7,738.5% | +248.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling