+305.0%
INTC vs DOW
+29.9%
+275.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -5.6% |
| 7D | +9.4% | -2.4% | +11.8% | +9.5% |
| 30D | +2.7% | -4.1% | +6.8% | +2.9% |
| 3M | -6.3% | -12.4% | +6.2% | -4.4% |
| 6M | +114.5% | -10.6% | +125.1% | +112.2% |
| YTD | +171.9% | +31.1% | +140.8% | +140.3% |
| 1Y | +305.0% | +30.5% | +274.5% | +251.1% |
| All | +305.0% | +29.9% | +275.1% | +251.1% |
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