+171.2%
INTC vs GIS
-37.5%
+208.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.5% |
| 7D | +7.5% | -6.4% | +13.8% | +5.1% |
| 30D | +2.0% | -6.1% | +8.1% | +0.1% |
| 3M | -12.0% | +7.8% | -19.8% | -9.8% |
| 6M | +114.5% | -8.8% | +123.3% | +118.1% |
| YTD | +179.0% | -19.1% | +198.1% | +182.4% |
| 1Y | +318.3% | -24.8% | +343.0% | +324.1% |
| 3Y | +171.2% | -37.6% | +208.8% | +186.0% |
| All | +171.2% | -37.5% | +208.7% | +186.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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