+234.5%
INTC vs FND
+56.5%
+178.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +2.3% |
| 7D | +7.5% | -5.8% | +13.2% | +9.1% |
| 30D | +2.0% | -20.2% | +22.2% | +8.1% |
| 3M | -12.0% | -12.0% | 0.0% | -9.8% |
| 6M | +114.5% | -18.5% | +133.1% | +123.3% |
| YTD | +179.0% | -22.3% | +201.2% | +192.9% |
| 1Y | +318.3% | -47.6% | +365.9% | +387.5% |
| 3Y | +171.2% | -49.8% | +221.0% | +206.7% |
| 5Y | +107.6% | -63.0% | +170.6% | +142.7% |
| All | +234.5% | +56.5% | +178.0% | +175.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling