+66.1%
INTC vs DLR
+13.8%
+52.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -1.2% |
| 7D | +6.0% | +3.3% | +2.7% | +3.6% |
| 30D | -39.2% | +4.6% | -43.8% | -40.3% |
| 3M | -42.9% | -8.3% | -34.7% | -39.7% |
| 6M | -50.4% | -5.6% | -44.8% | -47.3% |
| YTD | +61.7% | +18.7% | +43.0% | +39.3% |
| 1Y | +66.1% | +17.1% | +49.0% | +45.8% |
| All | +66.1% | +13.8% | +52.3% | +45.8% |
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