+179.4%
INTC vs DIA
+60.3%
+119.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.1% | +10.2% | +11.0% |
| 7D | +17.4% | +0.1% | +17.4% | +17.0% |
| 30D | +2.8% | -2.1% | +4.8% | +6.2% |
| 3M | -5.3% | +4.2% | -9.4% | -11.7% |
| 6M | +140.6% | +11.9% | +128.7% | +98.7% |
| YTD | +183.1% | +10.8% | +172.3% | +137.5% |
| 1Y | +326.8% | +17.5% | +309.2% | +224.5% |
| 3Y | +179.4% | +59.9% | +119.5% | +47.1% |
| All | +179.4% | +60.3% | +119.2% | +47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling