+179.4%
INTC vs NDAQ
+91.7%
+87.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.9% | +10.9% | +9.4% |
| 7D | +17.4% | -2.6% | +20.0% | +17.9% |
| 30D | +2.8% | +0.5% | +2.3% | +2.6% |
| 3M | -5.3% | +9.9% | -15.2% | -7.8% |
| 6M | +140.6% | +8.2% | +132.4% | +134.0% |
| YTD | +183.1% | -1.5% | +184.6% | +183.4% |
| 1Y | +326.8% | +1.3% | +325.4% | +321.0% |
| 3Y | +179.4% | +92.6% | +86.9% | +119.0% |
| All | +179.4% | +91.7% | +87.7% | +119.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling