+243.2%
INTC vs EMB
+30.4%
+212.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.8% | -4.8% | -4.5% |
| 7D | +9.4% | -1.1% | +10.5% | +11.2% |
| 30D | +2.7% | -1.1% | +3.7% | +4.2% |
| 3M | -6.3% | -0.8% | -5.5% | -4.9% |
| 6M | +114.5% | -0.1% | +114.5% | +117.1% |
| YTD | +171.9% | +0.4% | +171.4% | +173.7% |
| 1Y | +305.0% | +3.3% | +301.7% | +294.1% |
| 3Y | +168.3% | +29.0% | +139.3% | +99.6% |
| 5Y | +102.3% | +6.3% | +96.0% | +91.6% |
| All | +243.2% | +30.4% | +212.7% | +166.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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