+243.2%
INTC vs IBN
+316.4%
-73.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.4% |
| 7D | +9.4% | -5.5% | +14.9% | +11.2% |
| 30D | +2.7% | -3.4% | +6.1% | +3.6% |
| 3M | -6.3% | +8.7% | -15.0% | -8.8% |
| 6M | +114.5% | +3.7% | +110.7% | +111.3% |
| YTD | +171.9% | -2.4% | +174.2% | +172.3% |
| 1Y | +305.0% | -8.1% | +313.1% | +311.7% |
| 3Y | +168.3% | +26.3% | +142.0% | +144.5% |
| 5Y | +102.3% | +54.9% | +47.4% | +72.0% |
| All | +243.2% | +316.4% | -73.3% | +133.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling