+109.3%
INTC vs LIN
+430.8%
-321.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.0% | +4.5% | +4.9% |
| 7D | -1.0% | +0.1% | -1.1% | -1.2% |
| 30D | -43.3% | +7.6% | -50.9% | -46.5% |
| 3M | -41.6% | +6.5% | -48.1% | -44.9% |
| 6M | -52.5% | +6.2% | -58.7% | -55.4% |
| YTD | +60.9% | +23.2% | +37.7% | +35.3% |
| 1Y | +55.7% | +25.4% | +30.3% | +29.1% |
| 3Y | +59.2% | +38.3% | +20.9% | +24.4% |
| 5Y | +25.0% | +64.4% | -39.4% | -14.5% |
| 10Y | +109.3% | +417.3% | -308.0% | -29.8% |
| All | +109.3% | +430.8% | -321.5% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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