+57.4%
INTC vs FGI
+38.7%
+18.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.0% | +1.2% | -3.6% |
| 7D | -39.0% | +3.3% | -42.3% | -39.0% |
| 30D | -49.8% | -2.0% | -47.8% | -49.8% |
| 3M | -42.2% | +60.3% | -102.5% | -44.3% |
| 6M | -39.2% | +0.7% | -39.9% | -40.7% |
| YTD | +57.9% | +30.2% | +27.7% | +50.6% |
| 1Y | +57.4% | +44.4% | +13.0% | +56.7% |
| All | +57.4% | +38.7% | +18.7% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling