+58.1%
INTC vs FE
+50.7%
+7.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.5% |
| 7D | +6.0% | +1.2% | +4.8% | +6.0% |
| 30D | -39.2% | +4.5% | -43.7% | -39.3% |
| 3M | -42.9% | +1.3% | -44.3% | -42.9% |
| 6M | -50.4% | +8.7% | -59.1% | -51.2% |
| YTD | +61.7% | +9.2% | +52.5% | +57.7% |
| 1Y | +66.1% | +7.0% | +59.2% | +63.0% |
| 3Y | +58.1% | +51.4% | +6.8% | +33.1% |
| All | +58.1% | +50.7% | +7.5% | +33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling