+252.1%
INTC vs EL
+26.1%
+226.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.4% |
| 7D | +7.5% | -6.5% | +13.9% | +9.9% |
| 30D | +2.0% | +11.1% | -9.2% | -2.8% |
| 3M | -12.0% | +10.7% | -22.7% | -16.2% |
| 6M | +114.5% | +6.9% | +107.7% | +105.0% |
| YTD | +179.0% | -6.3% | +185.3% | +176.2% |
| 1Y | +318.3% | +13.5% | +304.8% | +282.7% |
| 3Y | +171.2% | -33.1% | +204.3% | +180.4% |
| 5Y | +107.6% | -68.8% | +176.3% | +197.5% |
| All | +252.1% | +26.1% | +226.0% | +170.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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