+121.2%
INTC vs GEN
+156.5%
-35.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.1% | +5.4% | +7.1% |
| 7D | +7.3% | -0.8% | +8.1% | +7.4% |
| 30D | -38.3% | +31.2% | -69.6% | -42.5% |
| 3M | -36.0% | +6.1% | -42.1% | -37.8% |
| 6M | -51.7% | +38.1% | -89.8% | -56.8% |
| YTD | +69.4% | +14.4% | +55.0% | +58.2% |
| 1Y | +65.0% | +15.1% | +49.8% | +53.7% |
| 3Y | +63.0% | +68.5% | -5.5% | +36.9% |
| 5Y | +33.4% | +35.8% | -2.5% | +16.0% |
| 10Y | +121.2% | +155.4% | -34.2% | +52.0% |
| All | +121.2% | +156.5% | -35.3% | +52.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling