+289.3%
INTC vs ED
+12.4%
+276.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.8% | +2.6% |
| 7D | +7.1% | -0.2% | +7.3% | +6.8% |
| 30D | -5.2% | -0.1% | -5.1% | -5.4% |
| 3M | -14.3% | +3.9% | -18.2% | -8.4% |
| 6M | +110.2% | -3.0% | +113.2% | +109.2% |
| YTD | +159.6% | +10.7% | +148.9% | +202.2% |
| 1Y | +289.3% | +13.3% | +275.9% | +378.8% |
| All | +289.3% | +12.4% | +276.9% | +378.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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