+2,345.7%
INTC vs DRI
+7,577.6%
-5,232.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +4.7% |
| 7D | +7.1% | +0.6% | +6.5% | +6.9% |
| 30D | -5.2% | +3.8% | -9.0% | -6.4% |
| 3M | -14.3% | +13.0% | -27.3% | -17.8% |
| 6M | +110.2% | +8.3% | +101.9% | +103.7% |
| YTD | +159.6% | +20.6% | +139.0% | +143.2% |
| 1Y | +289.3% | +6.5% | +282.8% | +275.4% |
| 3Y | +166.1% | +53.7% | +112.3% | +129.1% |
| 5Y | +94.4% | +72.7% | +21.7% | +60.8% |
| 10Y | +227.7% | +363.2% | -135.5% | +88.1% |
| All | +2,345.7% | +7,577.6% | -5,232.0% | +570.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling