+16.9%
INTC vs PL
+46.3%
-29.4%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.5% | +7.0% | +7.4% |
| 7D | +7.3% | +13.4% | -6.1% | +4.9% |
| 30D | -38.3% | -10.2% | -28.2% | -37.0% |
| 3M | -36.0% | -39.5% | +3.5% | -30.5% |
| 6M | -51.7% | -65.7% | +14.0% | -43.2% |
| YTD | +69.4% | -27.3% | +96.7% | +75.0% |
| 1Y | +65.0% | +15.0% | +50.0% | +57.3% |
| 3Y | +63.0% | +560.8% | -497.8% | +7.2% |
| 5Y | +33.4% | +38.4% | -5.1% | -1.5% |
| All | +16.9% | +46.3% | -29.4% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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