+243.2%
INTC vs DIA
+250.4%
-7.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -4.9% | -4.8% |
| 7D | +9.4% | -3.0% | +12.4% | +13.6% |
| 30D | +2.7% | -3.0% | +5.7% | +6.5% |
| 3M | -6.3% | +4.5% | -10.8% | -11.2% |
| 6M | +114.5% | +9.8% | +104.7% | +91.7% |
| YTD | +171.9% | +9.3% | +162.6% | +144.8% |
| 1Y | +305.0% | +16.0% | +289.0% | +239.6% |
| 3Y | +168.3% | +57.7% | +110.6% | +60.2% |
| 5Y | +102.3% | +63.8% | +38.5% | +17.5% |
| All | +243.2% | +250.4% | -7.2% | -7.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling