+164.3%
INTC vs NI
+69.0%
+95.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.4% |
| 7D | +9.4% | -0.6% | +10.0% | +9.7% |
| 30D | +2.7% | -1.4% | +4.1% | +3.1% |
| 3M | -6.3% | -10.6% | +4.3% | -3.4% |
| 6M | +114.5% | -9.9% | +124.4% | +119.8% |
| YTD | +171.9% | +1.2% | +170.7% | +168.0% |
| 1Y | +305.0% | +4.4% | +300.6% | +294.0% |
| All | +164.3% | +69.0% | +95.3% | +130.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling