+103.2%
INTC vs PG
+14.0%
+89.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.3% |
| 7D | +7.5% | -0.8% | +8.3% | +7.6% |
| 30D | +2.0% | +0.8% | +1.1% | +1.7% |
| 3M | -12.0% | -1.3% | -10.6% | -12.2% |
| 6M | +114.5% | -3.8% | +118.4% | +115.3% |
| YTD | +179.0% | +3.6% | +175.3% | +172.3% |
| 1Y | +318.3% | -5.7% | +324.0% | +321.5% |
| 3Y | +171.2% | +1.6% | +169.6% | +158.9% |
| All | +103.2% | +14.0% | +89.2% | +90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PG.
Daily Out/Under-Performance
Portfolio return minus PG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PG 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 PG 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