+15,172.7%
INTC vs GEN
+8,838.9%
+6,333.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.2% | +6.7% | +5.0% |
| 7D | +7.1% | -1.2% | +8.3% | +7.3% |
| 30D | -5.2% | +10.1% | -15.3% | -7.5% |
| 3M | -14.3% | +16.1% | -30.4% | -18.0% |
| 6M | +110.2% | +38.9% | +71.3% | +91.5% |
| YTD | +159.6% | +14.4% | +145.2% | +146.6% |
| 1Y | +289.3% | +5.9% | +283.4% | +276.2% |
| 3Y | +166.1% | +58.8% | +107.3% | +132.2% |
| 5Y | +94.4% | +24.7% | +69.7% | +76.9% |
| 10Y | +227.7% | +163.1% | +64.6% | +136.4% |
| All | +15,172.7% | +8,838.9% | +6,333.9% | +3,665.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling