+252.1%
INTC vs OMC
+34.2%
+217.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.8% |
| 7D | +7.5% | -4.4% | +11.8% | +9.1% |
| 30D | +2.0% | -7.6% | +9.6% | +4.6% |
| 3M | -12.0% | +4.5% | -16.5% | -15.4% |
| 6M | +114.5% | -0.3% | +114.8% | +109.6% |
| YTD | +179.0% | -0.1% | +179.1% | +167.3% |
| 1Y | +318.3% | +4.6% | +313.6% | +286.8% |
| 3Y | +171.2% | +10.5% | +160.7% | +144.2% |
| 5Y | +107.6% | +31.7% | +75.9% | +69.0% |
| All | +252.1% | +34.2% | +217.9% | +170.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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