+170.1%
INTC vs NTR
+103.7%
+66.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.6% | +1.7% |
| 7D | +18.0% | +0.5% | +17.4% | +17.8% |
| 30D | +8.9% | +21.7% | -12.8% | +2.2% |
| 3M | -1.6% | +22.8% | -24.3% | -8.3% |
| 6M | +133.1% | +8.2% | +124.9% | +124.2% |
| YTD | +187.9% | +32.9% | +155.0% | +157.0% |
| 1Y | +334.7% | +45.3% | +289.4% | +274.4% |
| 3Y | +184.2% | +41.7% | +142.5% | +142.1% |
| 5Y | +116.0% | +49.8% | +66.2% | +62.3% |
| All | +170.1% | +103.7% | +66.5% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 all: compounded portfolio wealth divided by compounded NTR 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…
all analysis · Full analysis span regression · 6 months rolling