+57.4%
INTC vs GD
+9.0%
+48.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.6% | -1.2% | -4.2% |
| 7D | -39.0% | +3.0% | -42.0% | -38.6% |
| 30D | -49.8% | +10.5% | -60.4% | -49.1% |
| 3M | -42.2% | -5.0% | -37.3% | -41.5% |
| 6M | -39.2% | +5.5% | -44.7% | -39.0% |
| YTD | +57.9% | +10.3% | +47.6% | +45.7% |
| 1Y | +57.4% | +8.2% | +49.2% | +49.9% |
| All | +57.4% | +9.0% | +48.4% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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