+133.1%
INTC vs IEFA
+11.9%
+121.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +4.1% |
| 7D | +18.0% | -0.5% | +18.4% | +18.9% |
| 30D | +8.9% | -1.1% | +10.0% | +11.5% |
| 3M | -1.6% | +5.1% | -6.6% | -10.4% |
| 6M | +133.1% | +9.3% | +123.8% | +101.0% |
| All | +133.1% | +11.9% | +121.2% | +101.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling