+179.9%
INTC vs IAG
+817.0%
-637.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | +1.3% |
| 7D | +18.0% | +1.7% | +16.3% | +17.5% |
| 30D | +8.9% | +11.4% | -2.5% | +6.4% |
| 3M | -1.6% | +33.0% | -34.6% | -7.4% |
| 6M | +133.1% | -6.0% | +139.1% | +130.5% |
| YTD | +187.9% | +24.6% | +163.4% | +171.7% |
| 1Y | +334.7% | +105.0% | +229.7% | +278.5% |
| All | +179.9% | +817.0% | -637.1% | +85.9% |
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