+59.2%
INTC vs ED
+47.4%
+11.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.4% |
| 7D | -1.0% | -0.1% | -0.9% | -0.8% |
| 30D | -43.3% | +11.6% | -54.9% | -39.4% |
| 3M | -41.6% | +10.5% | -52.1% | -37.8% |
| 6M | -52.5% | +13.2% | -65.7% | -48.7% |
| YTD | +60.9% | +22.1% | +38.8% | +76.2% |
| 1Y | +55.7% | +24.2% | +31.6% | +71.1% |
| 3Y | +59.2% | +46.9% | +12.3% | +64.7% |
| All | +59.2% | +47.4% | +11.7% | +64.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling