+113.3%
INTC vs JAAA
+29.3%
+84.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | 0.0% | +9.1% | +9.1% |
| 7D | +17.4% | +0.1% | +17.3% | +17.2% |
| 30D | +2.8% | +0.5% | +2.3% | +1.7% |
| 3M | -5.3% | +1.2% | -6.5% | -7.8% |
| 6M | +140.6% | +2.8% | +137.8% | +126.2% |
| YTD | +183.1% | +3.2% | +179.9% | +164.6% |
| 1Y | +326.8% | +4.8% | +321.9% | +287.0% |
| 3Y | +179.4% | +19.0% | +160.5% | +126.0% |
| 5Y | +111.7% | +26.8% | +84.9% | +65.3% |
| All | +113.3% | +29.3% | +84.0% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded JAAA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling