+65.0%
INTC vs DRI
+36.0%
+29.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.1% | +7.4% | +7.5% |
| 7D | +7.3% | -0.7% | +8.0% | +7.1% |
| 30D | -38.3% | +14.7% | -53.0% | -36.9% |
| 3M | -36.0% | +5.4% | -41.5% | -35.1% |
| 6M | -51.7% | +18.8% | -70.5% | -50.5% |
| YTD | +69.4% | +28.4% | +41.0% | +70.9% |
| 1Y | +65.0% | +37.7% | +27.3% | +61.8% |
| All | +65.0% | +36.0% | +29.0% | +61.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling