+111.9%
INTC vs TER
+998.2%
-886.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.4% | +2.9% | +0.3% |
| 7D | +6.0% | +14.4% | -8.4% | -1.4% |
| 30D | -39.2% | -30.6% | -8.6% | -25.9% |
| 3M | -42.9% | -39.2% | -3.8% | -26.2% |
| 6M | -50.4% | -31.3% | -19.1% | -39.7% |
| YTD | +61.7% | +29.1% | +32.6% | +39.6% |
| 1Y | +66.1% | +47.4% | +18.7% | +34.3% |
| 3Y | +58.1% | +191.2% | -133.1% | -16.7% |
| 5Y | +27.9% | +74.0% | -46.1% | -17.0% |
| All | +111.9% | +998.2% | -886.2% | -46.0% |
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