+10.6%
INTC vs LIN
+68.3%
-57.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -0.7% | -9.7% | -10.0% |
| 7D | -43.2% | +3.6% | -46.8% | -44.7% |
| 30D | -53.6% | +6.4% | -59.9% | -55.6% |
| 3M | -48.3% | +6.5% | -54.8% | -50.8% |
| 6M | -51.7% | +4.9% | -56.5% | -54.0% |
| YTD | +41.6% | +23.4% | +18.2% | +19.6% |
| 1Y | +36.1% | +26.3% | +9.8% | +12.9% |
| 3Y | +39.3% | +38.0% | +1.3% | +10.6% |
| 5Y | +10.6% | +68.0% | -57.4% | -25.1% |
| All | +10.6% | +68.3% | -57.6% | -25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling