+102.3%
INTC vs NI
+94.6%
+7.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.3% |
| 7D | +9.4% | -0.6% | +10.0% | +9.7% |
| 30D | +2.7% | -1.4% | +4.1% | +3.3% |
| 3M | -6.3% | -10.6% | +4.3% | -2.6% |
| 6M | +114.5% | -9.9% | +124.4% | +121.6% |
| YTD | +171.9% | +1.2% | +170.7% | +168.3% |
| 1Y | +305.0% | +4.4% | +300.6% | +293.8% |
| 3Y | +168.3% | +68.6% | +99.7% | +115.6% |
| 5Y | +102.3% | +98.0% | +4.3% | +55.8% |
| All | +102.3% | +94.6% | +7.7% | +55.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling