+326.8%
INTC vs TER
+210.1%
+116.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +4.2% | +4.8% | +6.8% |
| 7D | +17.4% | +11.0% | +6.5% | +11.3% |
| 30D | +2.8% | -1.9% | +4.6% | +3.7% |
| 3M | -5.3% | -0.7% | -4.6% | -4.8% |
| 6M | +140.6% | +36.4% | +104.2% | +108.0% |
| YTD | +183.1% | +92.4% | +90.7% | +117.8% |
| 1Y | +326.8% | +213.5% | +113.2% | +200.9% |
| All | +326.8% | +210.1% | +116.6% | +200.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling