+223.3%
INTC vs IP
+23.2%
+200.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.2% | +2.3% | +3.6% |
| 7D | +7.1% | -5.3% | +12.3% | +9.3% |
| 30D | -5.2% | -10.9% | +5.6% | -1.1% |
| 3M | -14.3% | +11.2% | -25.5% | -19.2% |
| 6M | +110.2% | -10.2% | +120.4% | +114.5% |
| YTD | +159.6% | -2.0% | +161.6% | +152.8% |
| 1Y | +289.3% | -19.1% | +308.4% | +307.8% |
| 3Y | +166.1% | +20.9% | +145.2% | +122.8% |
| 5Y | +94.4% | -17.8% | +112.2% | +92.0% |
| All | +223.3% | +23.2% | +200.1% | +148.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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