+8.8%
INTC vs PL
+45.6%
-36.8%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.0% |
| 7D | -4.0% | +5.6% | -9.6% | -4.9% |
| 30D | -44.5% | -16.9% | -27.5% | -42.6% |
| 3M | -40.4% | -38.2% | -2.2% | -35.5% |
| 6M | -53.5% | -63.4% | +10.0% | -45.8% |
| YTD | +57.5% | -27.6% | +85.2% | +62.9% |
| 1Y | +51.2% | +6.6% | +44.6% | +45.8% |
| 3Y | +51.6% | +557.6% | -506.0% | -0.2% |
| 5Y | +23.5% | +39.5% | -16.0% | -9.1% |
| All | +8.8% | +45.6% | -36.8% | -20.9% |
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