+106.4%
INTC vs META
+422.5%
-316.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -4.0% | +3.3% | -7.3% | -5.0% |
| 30D | -44.5% | -10.8% | -33.7% | -41.8% |
| 3M | -40.4% | +7.9% | -48.3% | -41.9% |
| 6M | -53.5% | +5.4% | -58.9% | -54.9% |
| YTD | +57.5% | -2.6% | +60.1% | +56.3% |
| 1Y | +51.2% | +1.9% | +49.3% | +47.2% |
| 3Y | +51.6% | +97.0% | -45.4% | +9.7% |
| 5Y | +23.5% | +97.6% | -74.2% | -16.7% |
| 10Y | +106.4% | +436.0% | -329.6% | -18.7% |
| All | +106.4% | +422.5% | -316.1% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside META.
Daily Out/Under-Performance
Portfolio return minus META return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × META 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 META 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