+105.5%
INTC vs DOW
-15.8%
+121.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.0% | +7.5% | +5.7% |
| 7D | +7.1% | -2.4% | +9.5% | +8.0% |
| 30D | -5.2% | +0.4% | -5.6% | -5.9% |
| 3M | -14.3% | -14.4% | +0.1% | -9.8% |
| 6M | +110.2% | -7.0% | +117.2% | +107.5% |
| YTD | +159.6% | +30.2% | +129.4% | +117.6% |
| 1Y | +289.3% | +29.2% | +260.1% | +223.3% |
| 3Y | +166.1% | -36.7% | +202.8% | +201.8% |
| 5Y | +94.4% | -37.7% | +132.1% | +119.3% |
| All | +105.5% | -15.8% | +121.3% | +69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling