+24.0%
INTC vs DLR
+39.2%
-15.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.3% |
| 7D | -4.0% | +0.3% | -4.3% | -4.0% |
| 30D | -44.5% | +1.2% | -45.7% | -44.5% |
| 3M | -40.4% | -4.8% | -35.6% | -38.6% |
| 6M | -53.5% | -6.1% | -47.3% | -52.1% |
| YTD | +57.5% | +19.3% | +38.2% | +45.8% |
| 1Y | +51.2% | +10.0% | +41.2% | +45.0% |
| 3Y | +51.6% | +53.8% | -2.2% | +22.6% |
| All | +24.0% | +39.2% | -15.1% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling