+179.9%
INTC vs ETR
+148.1%
+31.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +2.9% | +2.1% |
| 7D | +18.0% | +0.4% | +17.6% | +17.9% |
| 30D | +8.9% | +2.0% | +6.9% | +8.3% |
| 3M | -1.6% | -1.7% | +0.1% | -1.2% |
| 6M | +133.1% | +3.6% | +129.5% | +130.2% |
| YTD | +187.9% | +18.0% | +169.9% | +173.4% |
| 1Y | +334.7% | +26.2% | +308.5% | +304.7% |
| All | +179.9% | +148.1% | +31.8% | +136.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 3y: compounded portfolio wealth divided by compounded ETR 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…
3y analysis · Full analysis span regression · 6 months rolling