+111.7%
INTC vs EW
-28.5%
+140.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -3.5% | +12.6% | +10.1% |
| 7D | +17.4% | -4.4% | +21.9% | +18.9% |
| 30D | +2.8% | -3.3% | +6.1% | +3.6% |
| 3M | -5.3% | +1.0% | -6.3% | -6.3% |
| 6M | +140.6% | +6.2% | +134.4% | +133.5% |
| YTD | +183.1% | +1.7% | +181.4% | +178.6% |
| 1Y | +326.8% | +8.1% | +318.6% | +310.5% |
| 3Y | +179.4% | +17.1% | +162.4% | +149.4% |
| 5Y | +111.7% | -29.4% | +141.1% | +116.7% |
| All | +111.7% | -28.5% | +140.2% | +116.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling