+58.1%
INTC vs IAG
+663.0%
-604.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.7% |
| 7D | +6.0% | -7.7% | +13.7% | +7.7% |
| 30D | -39.2% | +1.6% | -40.8% | -39.2% |
| 3M | -42.9% | -2.4% | -40.5% | -42.7% |
| 6M | -50.4% | -7.8% | -42.6% | -50.1% |
| YTD | +61.7% | +5.0% | +56.6% | +57.8% |
| 1Y | +66.1% | +25.7% | +40.4% | +57.5% |
| 3Y | +58.1% | +694.5% | -636.3% | +7.1% |
| All | +58.1% | +663.0% | -604.9% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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