+111.7%
INTC vs T
+66.9%
+44.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.3% | +9.4% | +9.1% |
| 7D | +17.4% | -1.5% | +19.0% | +17.5% |
| 30D | +2.8% | +7.6% | -4.8% | +2.4% |
| 3M | -5.3% | +15.3% | -20.6% | -6.2% |
| 6M | +140.6% | -8.5% | +149.1% | +145.5% |
| YTD | +183.1% | +6.8% | +176.3% | +178.7% |
| 1Y | +326.8% | -7.2% | +334.0% | +333.0% |
| 3Y | +179.4% | +108.2% | +71.2% | +123.2% |
| 5Y | +111.7% | +66.1% | +45.7% | +89.9% |
| All | +111.7% | +66.9% | +44.8% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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