+103.2%
INTC vs RUN
-81.0%
+184.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +2.7% |
| 7D | +7.5% | -3.7% | +11.2% | +7.9% |
| 30D | +2.0% | -13.0% | +15.0% | +3.5% |
| 3M | -12.0% | -31.8% | +19.8% | -8.2% |
| 6M | +114.5% | -32.2% | +146.8% | +123.7% |
| YTD | +179.0% | -53.5% | +232.4% | +197.1% |
| 1Y | +318.3% | -46.5% | +364.8% | +336.9% |
| 3Y | +171.2% | -37.6% | +208.8% | +148.0% |
| All | +103.2% | -81.0% | +184.2% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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