+9,863.9%
INTC vs TAP
+806.5%
+9,057.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.7% | +8.2% | +7.7% |
| 7D | +7.3% | -8.0% | +15.3% | +8.9% |
| 30D | -38.3% | +4.1% | -42.4% | -39.3% |
| 3M | -36.0% | -4.4% | -31.7% | -36.2% |
| 6M | -51.7% | -1.9% | -49.8% | -52.3% |
| YTD | +69.4% | -12.1% | +81.4% | +70.5% |
| 1Y | +65.0% | -12.0% | +77.0% | +65.8% |
| 3Y | +63.0% | -25.0% | +88.0% | +68.3% |
| 5Y | +33.4% | -1.1% | +34.4% | +29.6% |
| 10Y | +121.2% | -47.6% | +168.8% | +133.3% |
| All | +9,863.9% | +806.5% | +9,057.4% | +6,171.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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