+111.7%
INTC vs GEN
+22.3%
+89.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.7% | +11.8% | +9.8% |
| 7D | +17.4% | -0.7% | +18.1% | +17.5% |
| 30D | +2.8% | +2.6% | +0.1% | +1.8% |
| 3M | -5.3% | +15.8% | -21.0% | -10.0% |
| 6M | +140.6% | +33.1% | +107.5% | +115.1% |
| YTD | +183.1% | +11.3% | +171.8% | +167.9% |
| 1Y | +326.8% | +1.7% | +325.1% | +317.4% |
| 3Y | +179.4% | +58.1% | +121.3% | +133.2% |
| 5Y | +111.7% | +20.6% | +91.1% | +80.7% |
| All | +111.7% | +22.3% | +89.4% | +80.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling