+318.3%
INTC vs IEFA
+18.9%
+299.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +0.6% |
| 7D | +7.5% | -1.6% | +9.0% | +10.8% |
| 30D | +2.0% | -1.5% | +3.5% | +5.0% |
| 3M | -12.0% | +3.4% | -15.4% | -16.6% |
| 6M | +114.5% | +9.5% | +105.1% | +87.9% |
| YTD | +179.0% | +13.0% | +165.9% | +126.1% |
| 1Y | +318.3% | +18.0% | +300.3% | +220.7% |
| All | +318.3% | +18.9% | +299.4% | +220.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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