+289.3%
INTC vs FGI
+81.8%
+207.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +7.5% | -3.0% | +4.4% |
| 7D | +7.1% | +0.5% | +6.5% | +7.1% |
| 30D | -5.2% | +65.4% | -70.6% | -7.0% |
| 3M | -14.3% | +23.5% | -37.8% | -15.7% |
| 6M | +110.2% | +60.5% | +49.7% | +107.8% |
| YTD | +159.6% | +30.0% | +129.6% | +155.9% |
| 1Y | +289.3% | +82.1% | +207.2% | +291.7% |
| All | +289.3% | +81.8% | +207.4% | +291.7% |
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