+103.2%
INTC vs VRSK
-11.8%
+115.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.6% |
| 7D | +7.5% | -5.2% | +12.6% | +8.0% |
| 30D | +2.0% | -2.3% | +4.3% | +2.0% |
| 3M | -12.0% | -2.9% | -9.1% | -13.2% |
| 6M | +114.5% | -12.8% | +127.3% | +117.5% |
| YTD | +179.0% | -20.8% | +199.8% | +190.7% |
| 1Y | +318.3% | -33.2% | +351.5% | +367.0% |
| 3Y | +171.2% | -26.6% | +197.8% | +183.4% |
| All | +103.2% | -11.8% | +115.0% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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