+116.0%
INTC vs NDAQ
+52.5%
+63.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.0% |
| 7D | +18.0% | -1.6% | +19.5% | +18.5% |
| 30D | +8.9% | -1.5% | +10.4% | +9.3% |
| 3M | -1.6% | +8.0% | -9.6% | -5.3% |
| 6M | +133.1% | +7.7% | +125.4% | +123.3% |
| YTD | +187.9% | -2.3% | +190.3% | +186.2% |
| 1Y | +334.7% | +0.6% | +334.1% | +323.4% |
| 3Y | +184.2% | +90.9% | +93.3% | +98.0% |
| 5Y | +116.0% | +52.5% | +63.5% | +58.2% |
| All | +116.0% | +52.5% | +63.5% | +58.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling