+102.3%
INTC vs TD
+122.4%
-20.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -6.2% |
| 7D | +9.4% | -2.6% | +12.0% | +11.4% |
| 30D | +2.7% | -1.0% | +3.7% | +3.4% |
| 3M | -6.3% | +5.6% | -11.9% | -10.1% |
| 6M | +114.5% | +27.1% | +87.4% | +79.9% |
| YTD | +171.9% | +29.4% | +142.5% | +124.3% |
| 1Y | +305.0% | +60.7% | +244.3% | +185.1% |
| 3Y | +168.3% | +127.6% | +40.7% | +45.9% |
| 5Y | +102.3% | +125.4% | -23.1% | +10.8% |
| All | +102.3% | +122.4% | -20.1% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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