+111.9%
INTC vs GEN
+152.9%
-41.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.4% | -4.9% | -3.0% |
| 7D | +6.0% | +2.0% | +4.0% | +5.6% |
| 30D | -39.2% | +27.7% | -66.9% | -43.0% |
| 3M | -42.9% | +3.3% | -46.2% | -44.2% |
| 6M | -50.4% | +31.8% | -82.2% | -55.1% |
| YTD | +61.7% | +13.5% | +48.2% | +51.3% |
| 1Y | +66.1% | +16.0% | +50.1% | +54.3% |
| 3Y | +58.1% | +70.6% | -12.4% | +32.4% |
| 5Y | +27.9% | +32.1% | -4.3% | +11.8% |
| All | +111.9% | +152.9% | -41.0% | +45.3% |
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