+121.2%
INTC vs DRI
+339.9%
-218.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.1% | +7.4% | +7.5% |
| 7D | +7.3% | -0.7% | +8.0% | +7.5% |
| 30D | -38.3% | +14.7% | -53.0% | -40.8% |
| 3M | -36.0% | +5.4% | -41.5% | -37.3% |
| 6M | -51.7% | +18.8% | -70.5% | -54.6% |
| YTD | +69.4% | +28.4% | +41.0% | +55.1% |
| 1Y | +65.0% | +37.7% | +27.3% | +47.7% |
| 3Y | +63.0% | +68.0% | -5.0% | +35.6% |
| 5Y | +33.4% | +78.8% | -45.4% | +7.9% |
| 10Y | +121.2% | +334.2% | -213.0% | +58.1% |
| All | +121.2% | +339.9% | -218.7% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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