+93.9%
INTC vs FND
+57.9%
+36.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.3% | -1.9% |
| 7D | +6.0% | -6.8% | +12.8% | +8.1% |
| 30D | -39.2% | +8.0% | -47.2% | -40.6% |
| 3M | -42.9% | -18.9% | -24.0% | -39.9% |
| 6M | -50.4% | +4.7% | -55.1% | -51.8% |
| YTD | +61.7% | -21.6% | +83.3% | +68.8% |
| 1Y | +66.1% | -22.0% | +88.2% | +73.4% |
| 3Y | +58.1% | -40.4% | +98.6% | +70.5% |
| 5Y | +27.9% | -63.8% | +91.6% | +50.2% |
| All | +93.9% | +57.9% | +36.0% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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