+179.4%
INTC vs EMB
+30.2%
+149.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.1% | +9.2% | +9.3% |
| 7D | +17.4% | +0.3% | +17.1% | +16.7% |
| 30D | +2.8% | -0.5% | +3.3% | +3.9% |
| 3M | -5.3% | +0.3% | -5.6% | -5.4% |
| 6M | +140.6% | +1.2% | +139.4% | +138.0% |
| YTD | +183.1% | +1.5% | +181.6% | +178.9% |
| 1Y | +326.8% | +4.8% | +322.0% | +299.9% |
| 3Y | +179.4% | +30.4% | +149.1% | +99.1% |
| All | +179.4% | +30.2% | +149.3% | +99.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling