+253.8%
INTC vs FE
+113.1%
+140.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.7% | +9.7% | +9.3% |
| 7D | +17.4% | +0.6% | +16.8% | +17.1% |
| 30D | +2.8% | -2.1% | +4.9% | +3.5% |
| 3M | -5.3% | +2.6% | -7.9% | -6.6% |
| 6M | +140.6% | -6.8% | +147.4% | +145.0% |
| YTD | +183.1% | +6.9% | +176.2% | +173.7% |
| 1Y | +326.8% | +11.6% | +315.2% | +305.0% |
| 3Y | +179.4% | +47.7% | +131.7% | +135.1% |
| 5Y | +111.7% | +46.2% | +65.5% | +77.1% |
| 10Y | +253.8% | +109.2% | +144.6% | +176.8% |
| All | +253.8% | +113.1% | +140.7% | +176.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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