+11.6%
INTC vs PL
+40.9%
-29.3%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.4% |
| 7D | +6.0% | +10.0% | -4.0% | +4.2% |
| 30D | -39.2% | -2.3% | -36.9% | -38.7% |
| 3M | -42.9% | -44.2% | +1.3% | -37.2% |
| 6M | -50.4% | -66.1% | +15.7% | -41.5% |
| YTD | +61.7% | -30.0% | +91.6% | +68.2% |
| 1Y | +66.1% | +21.0% | +45.1% | +57.3% |
| 3Y | +58.1% | +516.5% | -458.4% | +5.2% |
| 5Y | +27.9% | +32.0% | -4.2% | -4.7% |
| All | +11.6% | +40.9% | -29.3% | -18.4% |
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