+58.1%
INTC vs EFX
+4.8%
+53.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.5% |
| 7D | +6.0% | -0.8% | +6.8% | +6.0% |
| 30D | -39.2% | +25.1% | -64.3% | -40.1% |
| 3M | -42.9% | +1.7% | -44.6% | -42.8% |
| 6M | -50.4% | +18.4% | -68.8% | -52.4% |
| YTD | +61.7% | -12.5% | +74.2% | +68.7% |
| 1Y | +66.1% | -8.1% | +74.2% | +69.8% |
| 3Y | +58.1% | +4.8% | +53.4% | +42.7% |
| All | +58.1% | +4.8% | +53.3% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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