+50.3%
INTC vs GD
+54.3%
-4.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.6% | +8.4% | +7.9% |
| 7D | -14.4% | -5.0% | -9.4% | -13.3% |
| 30D | -50.2% | +8.9% | -59.2% | -51.5% |
| 3M | -43.6% | -8.0% | -35.6% | -42.1% |
| 6M | -50.2% | +2.9% | -53.1% | -51.3% |
| YTD | +52.5% | +7.1% | +45.4% | +44.1% |
| 1Y | +51.1% | +5.9% | +45.2% | +43.6% |
| 3Y | +50.3% | +53.9% | -3.6% | +29.1% |
| All | +50.3% | +54.3% | -4.0% | +29.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling