+57.4%
INTC vs DLR
+11.0%
+46.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.6% | -6.3% | -5.4% |
| 7D | -39.0% | +2.8% | -41.8% | -39.9% |
| 30D | -49.8% | +2.8% | -52.6% | -50.6% |
| 3M | -42.2% | -4.0% | -38.2% | -40.7% |
| 6M | -39.2% | -5.6% | -33.6% | -35.3% |
| YTD | +57.9% | +21.9% | +36.0% | +34.2% |
| 1Y | +57.4% | +13.0% | +44.3% | +44.4% |
| All | +57.4% | +11.0% | +46.4% | +44.4% |
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