+289.3%
INTC vs DLR
+19.9%
+269.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.4% |
| 7D | +7.1% | +1.6% | +5.5% | +6.4% |
| 30D | -5.2% | -3.4% | -1.8% | -3.8% |
| 3M | -14.3% | +0.5% | -14.8% | -14.1% |
| 6M | +110.2% | +4.6% | +105.6% | +104.8% |
| YTD | +159.6% | +23.4% | +136.2% | +134.6% |
| 1Y | +289.3% | +19.0% | +270.2% | +270.3% |
| All | +289.3% | +19.9% | +269.4% | +270.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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