+243.2%
INTC vs GEN
+157.3%
+85.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -5.7% |
| 7D | +9.4% | -4.4% | +13.8% | +10.5% |
| 30D | +2.7% | +3.7% | -1.1% | +1.5% |
| 3M | -6.3% | +22.2% | -28.5% | -11.9% |
| 6M | +114.5% | +38.9% | +75.5% | +92.9% |
| YTD | +171.9% | +11.9% | +160.0% | +158.3% |
| 1Y | +305.0% | +4.5% | +300.5% | +291.9% |
| 3Y | +168.3% | +59.0% | +109.4% | +130.9% |
| 5Y | +102.3% | +22.0% | +80.3% | +82.2% |
| All | +243.2% | +157.3% | +85.9% | +138.9% |
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