+289.3%
INTC vs NTRS
+47.2%
+242.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +7.1% | +0.4% | +6.7% | +6.8% |
| 30D | -5.2% | +1.7% | -6.9% | -6.4% |
| 3M | -14.3% | +8.9% | -23.1% | -19.7% |
| 6M | +110.2% | +30.6% | +79.6% | +66.0% |
| YTD | +159.6% | +38.7% | +120.9% | +99.0% |
| 1Y | +289.3% | +48.1% | +241.2% | +184.2% |
| All | +289.3% | +47.2% | +242.1% | +184.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 1y: compounded portfolio wealth divided by compounded NTRS 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…
1y analysis · Full analysis span regression · 6 months rolling