+57.4%
INTC vs IBN
+4.2%
+53.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.8% | -7.5% | -3.8% |
| 7D | -39.0% | +8.9% | -47.9% | -39.3% |
| 30D | -49.8% | +12.6% | -62.5% | -50.8% |
| 3M | -42.2% | +3.1% | -45.3% | -42.0% |
| 6M | -39.2% | +20.6% | -59.8% | -42.4% |
| YTD | +57.9% | +5.8% | +52.1% | +44.4% |
| 1Y | +57.4% | +3.7% | +53.7% | +45.8% |
| All | +57.4% | +4.2% | +53.2% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling