+28.0%
INTC vs DOW
-5.5%
+33.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | +6.0% | +5.2% | +0.8% | +3.9% |
| 30D | -39.2% | +13.2% | -52.4% | -42.5% |
| 3M | -42.9% | +10.1% | -53.0% | -45.8% |
| 6M | -50.4% | -13.1% | -37.3% | -48.6% |
| YTD | +61.7% | +46.1% | +15.6% | +28.2% |
| 1Y | +66.1% | +50.0% | +16.1% | +30.0% |
| 3Y | +58.1% | -20.2% | +78.4% | +61.4% |
| 5Y | +27.9% | -27.7% | +55.5% | +34.8% |
| All | +28.0% | -5.5% | +33.5% | -0.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling