+116.0%
INTC vs O
+12.6%
+103.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.1% |
| 7D | +18.0% | -2.3% | +20.2% | +18.7% |
| 30D | +8.9% | -2.4% | +11.4% | +9.6% |
| 3M | -1.6% | -0.6% | -1.0% | -2.3% |
| 6M | +133.1% | -5.0% | +138.1% | +135.0% |
| YTD | +187.9% | +10.4% | +177.5% | +172.1% |
| 1Y | +334.7% | +6.6% | +328.1% | +316.4% |
| 3Y | +184.2% | +28.4% | +155.8% | +144.4% |
| 5Y | +116.0% | +15.3% | +100.7% | +99.0% |
| All | +116.0% | +12.6% | +103.4% | +99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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