+328.9%
INTC vs DIA
+16.3%
+312.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.9% |
| 7D | +18.0% | -1.2% | +19.2% | +20.0% |
| 30D | +8.9% | -2.7% | +11.6% | +13.8% |
| 3M | -1.6% | +3.3% | -4.8% | -7.1% |
| 6M | +133.1% | +10.4% | +122.7% | +94.1% |
| YTD | +187.9% | +10.0% | +177.9% | +139.3% |
| All | +328.9% | +16.3% | +312.7% | +252.9% |
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