+252.1%
INTC vs NI
+143.3%
+108.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +7.5% | 0.0% | +7.4% | +7.5% |
| 30D | +2.0% | -1.4% | +3.4% | +2.6% |
| 3M | -12.0% | -10.6% | -1.4% | -8.0% |
| 6M | +114.5% | -9.3% | +123.9% | +122.3% |
| YTD | +179.0% | +1.1% | +177.8% | +175.9% |
| 1Y | +318.3% | +3.4% | +314.9% | +309.0% |
| 3Y | +171.2% | +67.9% | +103.3% | +112.8% |
| 5Y | +107.6% | +98.0% | +9.6% | +49.5% |
| All | +252.1% | +143.3% | +108.9% | +134.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling