+2,443.9%
INTC vs HIG
+980.5%
+1,463.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.0% | +11.0% | +9.4% |
| 7D | +17.4% | -1.1% | +18.5% | +17.6% |
| 30D | +2.8% | -4.9% | +7.7% | +3.7% |
| 3M | -5.3% | +6.8% | -12.1% | -6.9% |
| 6M | +140.6% | -1.7% | +142.3% | +139.3% |
| YTD | +183.1% | -0.2% | +183.3% | +180.4% |
| 1Y | +326.8% | +5.7% | +321.1% | +316.9% |
| 3Y | +179.4% | +100.3% | +79.2% | +140.9% |
| 5Y | +111.7% | +118.5% | -6.8% | +79.2% |
| 10Y | +253.8% | +309.7% | -55.9% | +158.8% |
| All | +2,443.9% | +980.5% | +1,463.4% | +1,055.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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