+102.3%
INTC vs IBN
+52.7%
+49.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.4% |
| 7D | +9.4% | -5.5% | +14.9% | +11.5% |
| 30D | +2.7% | -3.4% | +6.1% | +3.7% |
| 3M | -6.3% | +8.7% | -15.0% | -9.3% |
| 6M | +114.5% | +3.7% | +110.7% | +110.2% |
| YTD | +171.9% | -2.4% | +174.2% | +171.5% |
| 1Y | +305.0% | -8.1% | +313.1% | +311.3% |
| 3Y | +168.3% | +26.3% | +142.0% | +133.7% |
| 5Y | +102.3% | +54.9% | +47.4% | +58.7% |
| All | +102.3% | +52.7% | +49.6% | +58.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling