+106.4%
INTC vs IBB
+130.8%
-24.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.2% |
| 7D | -4.0% | +0.8% | -4.8% | -4.3% |
| 30D | -44.5% | +5.2% | -49.7% | -46.5% |
| 3M | -40.4% | +8.6% | -49.0% | -44.5% |
| 6M | -53.5% | +27.8% | -81.3% | -62.1% |
| YTD | +57.5% | +28.8% | +28.7% | +28.2% |
| 1Y | +51.2% | +36.4% | +14.8% | +17.3% |
| 3Y | +51.6% | +89.3% | -37.7% | -7.8% |
| 5Y | +23.5% | +43.3% | -19.8% | -8.6% |
| 10Y | +106.4% | +130.6% | -24.3% | +11.4% |
| All | +106.4% | +130.8% | -24.4% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling