+17.7%
INTC vs GD
+94.5%
-76.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.6% | +8.4% | +7.9% |
| 7D | -14.4% | -5.0% | -9.4% | -12.9% |
| 30D | -50.2% | +8.9% | -59.2% | -51.9% |
| 3M | -43.6% | -8.0% | -35.6% | -42.0% |
| 6M | -50.2% | +2.9% | -53.1% | -51.4% |
| YTD | +52.5% | +7.1% | +45.4% | +44.5% |
| 1Y | +51.1% | +5.9% | +45.2% | +44.0% |
| 3Y | +50.3% | +53.9% | -3.6% | +19.0% |
| All | +17.7% | +94.5% | -76.8% | -15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling