+57.4%
INTC vs DIA
+15.0%
+42.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.1% | -6.9% | -8.6% |
| 7D | -39.0% | +1.6% | -40.6% | -40.2% |
| 30D | -49.8% | +4.1% | -54.0% | -52.9% |
| 3M | -42.2% | -1.0% | -41.2% | -40.9% |
| 6M | -39.2% | +9.7% | -48.8% | -47.8% |
| YTD | +57.9% | +12.2% | +45.7% | +26.0% |
| 1Y | +57.4% | +14.9% | +42.5% | +19.0% |
| All | +57.4% | +15.0% | +42.4% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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