+111.9%
INTC vs NDAQ
+471.8%
-359.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.4% | -2.4% |
| 7D | +6.0% | +1.3% | +4.7% | +5.4% |
| 30D | -39.2% | +18.0% | -57.2% | -44.0% |
| 3M | -42.9% | +11.5% | -54.5% | -46.2% |
| 6M | -50.4% | +21.1% | -71.5% | -55.8% |
| YTD | +61.7% | +12.8% | +48.9% | +48.2% |
| 1Y | +66.1% | +25.7% | +40.4% | +43.2% |
| 3Y | +58.1% | +116.8% | -58.7% | -1.8% |
| 5Y | +27.9% | +67.3% | -39.4% | -9.8% |
| All | +111.9% | +471.8% | -359.8% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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