+289.3%
INTC vs GEN
+5.4%
+283.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.2% | +6.7% | +4.3% |
| 7D | +7.1% | -1.2% | +8.3% | +7.0% |
| 30D | -5.2% | +10.1% | -15.3% | -4.3% |
| 3M | -14.3% | +16.1% | -30.4% | -12.0% |
| 6M | +110.2% | +38.9% | +71.3% | +101.2% |
| YTD | +159.6% | +14.4% | +145.2% | +143.4% |
| 1Y | +289.3% | +5.9% | +283.4% | +286.8% |
| All | +289.3% | +5.4% | +283.8% | +286.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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