+116.0%
INTC vs DOW
-35.8%
+151.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | +18.0% | -6.0% | +24.0% | +20.8% |
| 30D | +8.9% | -2.7% | +11.7% | +9.8% |
| 3M | -1.6% | -10.5% | +8.9% | +1.8% |
| 6M | +133.1% | -12.4% | +145.5% | +135.8% |
| YTD | +187.9% | +30.0% | +157.9% | +133.1% |
| 1Y | +334.7% | +27.8% | +306.9% | +250.2% |
| 3Y | +184.2% | -34.9% | +219.1% | +231.8% |
| 5Y | +116.0% | -35.9% | +151.9% | +150.2% |
| All | +116.0% | -35.8% | +151.9% | +150.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling