+57.4%
INTC vs EFV
+25.8%
+31.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.1% | -6.9% | -8.5% |
| 7D | -39.0% | +2.9% | -41.9% | -41.7% |
| 30D | -49.8% | +3.6% | -53.4% | -52.6% |
| 3M | -42.2% | -0.1% | -42.1% | -42.1% |
| 6M | -39.2% | +9.6% | -48.8% | -46.6% |
| YTD | +57.9% | +17.0% | +40.9% | +27.2% |
| 1Y | +57.4% | +25.7% | +31.7% | +12.6% |
| All | +57.4% | +25.8% | +31.5% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1y: compounded portfolio wealth divided by compounded EFV 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…
1y analysis · Full analysis span regression · 6 months rolling