+9,364.9%
INTC vs ED
+2,457.0%
+6,907.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.5% |
| 7D | -1.0% | -0.1% | -0.9% | -1.1% |
| 30D | -43.3% | +11.6% | -54.9% | -45.7% |
| 3M | -41.6% | +10.5% | -52.1% | -43.9% |
| 6M | -52.5% | +13.2% | -65.7% | -55.1% |
| YTD | +60.9% | +22.1% | +38.8% | +46.9% |
| 1Y | +55.7% | +24.2% | +31.6% | +41.0% |
| 3Y | +59.2% | +46.9% | +12.3% | +32.2% |
| 5Y | +25.0% | +80.8% | -55.8% | -5.3% |
| 10Y | +109.3% | +134.3% | -25.0% | +38.7% |
| All | +9,364.9% | +2,457.0% | +6,907.9% | +2,157.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling