+59.2%
INTC vs GEN
+63.2%
-4.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | -1.0% | -0.3% | -0.7% | -1.0% |
| 30D | -43.3% | +28.2% | -71.5% | -45.7% |
| 3M | -41.6% | +2.6% | -44.2% | -42.1% |
| 6M | -52.5% | +32.7% | -85.2% | -57.2% |
| YTD | +60.9% | +11.3% | +49.6% | +53.6% |
| 1Y | +55.7% | +17.9% | +37.8% | +44.1% |
| 3Y | +59.2% | +66.3% | -7.2% | +14.9% |
| All | +59.2% | +63.2% | -4.1% | +14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling