+116.0%
INTC vs FND
-61.3%
+177.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.9% |
| 7D | +18.0% | -0.8% | +18.8% | +18.1% |
| 30D | +8.9% | -19.6% | +28.5% | +15.8% |
| 3M | -1.6% | -4.3% | +2.8% | -1.4% |
| 6M | +133.1% | -20.4% | +153.5% | +144.9% |
| YTD | +187.9% | -21.9% | +209.8% | +202.8% |
| 1Y | +334.7% | -45.2% | +379.9% | +406.3% |
| 3Y | +184.2% | -49.2% | +233.4% | +221.2% |
| 5Y | +116.0% | -61.8% | +177.8% | +139.9% |
| All | +116.0% | -61.3% | +177.3% | +139.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling