+270.0%
INTC vs EW
+121.7%
+148.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | +18.0% | -5.1% | +23.1% | +19.9% |
| 30D | +8.9% | -6.4% | +15.3% | +11.1% |
| 3M | -1.6% | -1.6% | 0.0% | -1.8% |
| 6M | +133.1% | +2.3% | +130.8% | +128.7% |
| YTD | +187.9% | +1.1% | +186.8% | +183.6% |
| 1Y | +334.7% | +8.0% | +326.7% | +317.0% |
| 3Y | +184.2% | +16.3% | +167.8% | +153.9% |
| 5Y | +116.0% | -29.4% | +145.4% | +127.3% |
| 10Y | +270.0% | +125.6% | +144.4% | +160.6% |
| All | +270.0% | +121.7% | +148.3% | +160.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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