+102.3%
INTC vs EFX
-37.1%
+139.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.5% | -5.6% |
| 7D | +9.4% | -11.1% | +20.6% | +12.4% |
| 30D | +2.7% | -7.4% | +10.1% | +4.1% |
| 3M | -6.3% | +1.5% | -7.8% | -9.0% |
| 6M | +114.5% | -13.7% | +128.1% | +118.8% |
| YTD | +171.9% | -21.9% | +193.7% | +185.5% |
| 1Y | +305.0% | -30.8% | +335.8% | +342.6% |
| 3Y | +168.3% | -12.4% | +180.7% | +155.7% |
| 5Y | +102.3% | -35.9% | +138.2% | +108.3% |
| All | +102.3% | -37.1% | +139.4% | +108.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling