+164.3%
INTC vs EFA
+63.6%
+100.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.8% | -4.7% | -4.2% |
| 7D | +9.4% | -2.4% | +11.8% | +13.8% |
| 30D | +2.7% | -2.2% | +4.9% | +6.6% |
| 3M | -6.3% | +5.7% | -12.0% | -13.1% |
| 6M | +114.5% | +8.2% | +106.3% | +94.2% |
| YTD | +171.9% | +11.8% | +160.1% | +133.3% |
| 1Y | +305.0% | +18.3% | +286.7% | +219.8% |
| All | +164.3% | +63.6% | +100.8% | +37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling