+93.9%
INTC vs LIN
+61.6%
+32.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +5.1% |
| 7D | +7.1% | -2.1% | +9.2% | +8.5% |
| 30D | -5.2% | -2.4% | -2.8% | -4.0% |
| 3M | -14.3% | -5.6% | -8.7% | -12.1% |
| 6M | +110.2% | -3.4% | +113.6% | +112.4% |
| YTD | +159.6% | +13.1% | +146.5% | +133.7% |
| 1Y | +289.3% | +2.5% | +286.8% | +273.8% |
| 3Y | +166.1% | +27.6% | +138.5% | +124.2% |
| All | +93.9% | +61.6% | +32.3% | +39.4% |
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