+115.2%
INTC vs DOW
-15.2%
+130.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -5.9% |
| 7D | +9.4% | -2.4% | +11.8% | +10.4% |
| 30D | +2.7% | -4.1% | +6.8% | +4.1% |
| 3M | -6.3% | -12.4% | +6.2% | -2.4% |
| 6M | +114.5% | -10.6% | +125.1% | +115.7% |
| YTD | +171.9% | +31.1% | +140.8% | +127.3% |
| 1Y | +305.0% | +30.5% | +274.5% | +235.1% |
| 3Y | +168.3% | -34.4% | +202.7% | +199.9% |
| 5Y | +102.3% | -35.5% | +137.8% | +125.1% |
| All | +115.2% | -15.2% | +130.5% | +76.8% |
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