+102.3%
INTC vs TE
-49.6%
+151.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.2% |
| 3M | -6.3% | -40.8% | +34.5% | +0.9% |
| 6M | +114.5% | -42.6% | +157.1% | +126.2% |
| YTD | +171.9% | -31.4% | +203.3% | +176.8% |
| 1Y | +305.0% | +144.9% | +160.1% | +235.8% |
| 3Y | +168.3% | -26.0% | +194.4% | +135.2% |
| 5Y | +102.3% | -48.5% | +150.8% | +78.4% |
| All | +102.3% | -49.6% | +151.9% | +78.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling