+270.0%
INTC vs TER
+1,819.9%
-1,550.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +0.1% |
| 7D | +18.0% | +12.4% | +5.6% | +11.3% |
| 30D | +8.9% | +5.1% | +3.8% | +6.0% |
| 3M | -1.6% | +4.0% | -5.5% | -3.7% |
| 6M | +133.1% | +29.5% | +103.6% | +100.3% |
| YTD | +187.9% | +98.5% | +89.5% | +98.7% |
| 1Y | +334.7% | +234.1% | +100.6% | +126.7% |
| 3Y | +184.2% | +289.0% | -104.8% | +28.3% |
| 5Y | +116.0% | +228.2% | -112.2% | +0.8% |
| 10Y | +270.0% | +1,895.7% | -1,625.7% | -32.0% |
| All | +270.0% | +1,819.9% | -1,550.0% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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