+105.7%
INTC vs GEN
+151.3%
-45.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.2% |
| 7D | -4.0% | +1.0% | -5.0% | -4.3% |
| 30D | -44.5% | +29.1% | -73.6% | -48.1% |
| 3M | -40.4% | +2.9% | -43.3% | -41.7% |
| 6M | -53.5% | +33.6% | -87.1% | -58.1% |
| YTD | +57.5% | +12.0% | +45.5% | +47.8% |
| 1Y | +51.2% | +16.2% | +35.0% | +40.2% |
| 3Y | +51.6% | +65.1% | -13.5% | +27.9% |
| 5Y | +23.5% | +33.3% | -9.8% | +7.8% |
| All | +105.7% | +151.3% | -45.5% | +41.9% |
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