+27.8%
INTC vs GD
+99.6%
-71.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.6% |
| 7D | +6.0% | +2.7% | +3.4% | +5.1% |
| 30D | -39.2% | +8.6% | -47.8% | -41.0% |
| 3M | -42.9% | -7.1% | -35.9% | -41.5% |
| 6M | -50.4% | +7.5% | -57.9% | -52.4% |
| YTD | +61.7% | +9.9% | +51.8% | +51.9% |
| 1Y | +66.1% | +7.6% | +58.6% | +57.7% |
| 3Y | +58.1% | +56.2% | +1.9% | +24.8% |
| All | +27.8% | +99.6% | -71.7% | -9.7% |
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