+243.2%
INTC vs IT
+92.9%
+150.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.1% | -5.7% |
| 7D | +9.4% | -12.7% | +22.1% | +12.9% |
| 30D | +2.7% | -8.9% | +11.6% | +4.4% |
| 3M | -6.3% | +10.1% | -16.4% | -11.6% |
| 6M | +114.5% | +7.3% | +107.2% | +100.5% |
| YTD | +171.9% | -32.4% | +204.2% | +195.5% |
| 1Y | +305.0% | -26.6% | +331.6% | +322.8% |
| 3Y | +168.3% | -51.8% | +220.2% | +225.0% |
| 5Y | +102.3% | -45.6% | +147.9% | +127.9% |
| All | +243.2% | +92.9% | +150.2% | +143.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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