+100.9%
INTC vs TE
-48.3%
+149.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +10.0% | -0.9% | +7.5% |
| 7D | +17.4% | +18.2% | -0.8% | +14.5% |
| 30D | +2.8% | -13.5% | +16.3% | +4.7% |
| 3M | -5.3% | -44.6% | +39.3% | +2.4% |
| 6M | +140.6% | -24.7% | +165.3% | +144.1% |
| YTD | +183.1% | -24.3% | +207.4% | +183.8% |
| 1Y | +326.8% | +155.6% | +171.2% | +253.5% |
| 3Y | +179.4% | -18.3% | +197.7% | +139.6% |
| 5Y | +111.7% | -41.3% | +153.0% | +83.8% |
| All | +100.9% | -48.3% | +149.2% | +74.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling