+57.4%
INTC vs DOW
+50.2%
+7.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.2% | -0.5% | -4.0% |
| 7D | -39.0% | -4.2% | -34.8% | -39.1% |
| 30D | -49.8% | +14.7% | -64.5% | -49.5% |
| 3M | -42.2% | +9.1% | -51.3% | -41.8% |
| 6M | -39.2% | -17.7% | -21.5% | -36.2% |
| YTD | +57.9% | +44.6% | +13.3% | +29.6% |
| 1Y | +57.4% | +51.9% | +5.5% | +28.0% |
| All | +57.4% | +50.2% | +7.1% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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