+171.2%
INTC vs MKTX
-25.3%
+196.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +7.5% | -0.2% | +7.7% | +7.4% |
| 30D | +2.0% | +0.7% | +1.2% | +2.0% |
| 3M | -12.0% | +40.8% | -52.8% | -8.2% |
| 6M | +114.5% | -8.0% | +122.5% | +107.5% |
| YTD | +179.0% | -8.7% | +187.7% | +170.6% |
| 1Y | +318.3% | -11.8% | +330.1% | +306.8% |
| 3Y | +171.2% | -24.0% | +195.2% | +165.3% |
| All | +171.2% | -25.3% | +196.5% | +165.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 3y: compounded portfolio wealth divided by compounded MKTX 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…
3y analysis · Full analysis span regression · 6 months rolling