+57.4%
INTC vs NI
+9.5%
+47.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.5% | -5.3% | -3.8% |
| 7D | -39.0% | +3.9% | -42.9% | -39.2% |
| 30D | -49.8% | +15.3% | -65.1% | -51.1% |
| 3M | -42.2% | +2.4% | -44.6% | -41.8% |
| 6M | -39.2% | -4.5% | -34.6% | -37.4% |
| YTD | +57.9% | +11.4% | +46.5% | +43.6% |
| 1Y | +57.4% | +8.5% | +48.9% | +47.3% |
| All | +57.4% | +9.5% | +47.9% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling