+106.4%
INTC vs TER
+993.6%
-887.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.8% | -2.0% |
| 7D | -4.0% | -8.9% | +4.9% | +0.4% |
| 30D | -44.5% | -39.1% | -5.4% | -27.7% |
| 3M | -40.4% | -32.8% | -7.6% | -26.8% |
| 6M | -53.5% | -31.7% | -21.7% | -43.1% |
| YTD | +57.5% | +26.9% | +30.6% | +37.2% |
| 1Y | +51.2% | +33.6% | +17.6% | +28.3% |
| 3Y | +51.6% | +181.5% | -129.9% | -18.8% |
| 5Y | +23.5% | +76.1% | -52.7% | -20.3% |
| 10Y | +106.4% | +1,006.2% | -899.8% | -47.5% |
| All | +106.4% | +993.6% | -887.2% | -47.5% |
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