+252.1%
INTC vs EFA
+146.6%
+105.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +1.4% |
| 7D | +7.5% | -1.5% | +9.0% | +9.5% |
| 30D | +2.0% | -1.7% | +3.6% | +4.2% |
| 3M | -12.0% | +3.5% | -15.5% | -14.9% |
| 6M | +114.5% | +9.5% | +105.1% | +96.1% |
| YTD | +179.0% | +12.9% | +166.1% | +145.5% |
| 1Y | +318.3% | +18.2% | +300.1% | +249.1% |
| 3Y | +171.2% | +64.8% | +106.4% | +55.9% |
| 5Y | +107.6% | +53.9% | +53.7% | +29.5% |
| All | +252.1% | +146.6% | +105.6% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 10y: compounded portfolio wealth divided by compounded EFA 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…
10y analysis · Full analysis span regression · 6 months rolling