+9,863.9%
INTC vs ED
+2,474.3%
+7,389.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.1% | +7.6% | +7.5% |
| 7D | +7.3% | -0.9% | +8.2% | +7.5% |
| 30D | -38.3% | +11.2% | -49.5% | -40.8% |
| 3M | -36.0% | +11.8% | -47.8% | -38.8% |
| 6M | -51.7% | +14.1% | -65.8% | -54.5% |
| YTD | +69.4% | +23.0% | +46.4% | +54.3% |
| 1Y | +65.0% | +23.7% | +41.3% | +49.7% |
| 3Y | +63.0% | +47.7% | +15.2% | +35.1% |
| 5Y | +33.4% | +82.6% | -49.3% | +0.6% |
| 10Y | +121.2% | +141.8% | -20.6% | +44.8% |
| All | +9,863.9% | +2,474.3% | +7,389.6% | +2,271.2% |
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