+93.0%
INTC vs TE
-53.2%
+146.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.7% | +1.1% | -4.5% |
| 7D | +9.4% | +0.9% | +8.6% | +9.4% |
| 30D | +2.7% | -16.3% | +18.9% | +5.1% |
| 3M | -6.3% | -40.8% | +34.5% | +0.7% |
| 6M | +114.5% | -42.6% | +157.1% | +125.9% |
| YTD | +171.9% | -31.4% | +203.3% | +176.8% |
| 1Y | +305.0% | +144.9% | +160.1% | +238.3% |
| 3Y | +168.3% | -26.0% | +194.4% | +133.6% |
| 5Y | +102.3% | -48.5% | +150.8% | +78.7% |
| All | +93.0% | -53.2% | +146.1% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 10y: compounded portfolio wealth divided by compounded TE 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…
10y analysis · Full analysis span regression · 6 months rolling