+50.3%
INTC vs TER
+150.3%
-100.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.6% | +5.1% | +6.3% |
| 7D | -14.4% | -20.5% | +6.1% | -3.2% |
| 30D | -50.2% | -47.0% | -3.2% | -29.7% |
| 3M | -43.6% | -43.3% | -0.3% | -23.7% |
| 6M | -50.2% | -42.9% | -7.3% | -32.8% |
| YTD | +52.5% | +12.9% | +39.6% | +46.2% |
| 1Y | +51.1% | +18.2% | +33.0% | +41.7% |
| 3Y | +50.3% | +151.8% | -101.5% | -12.5% |
| All | +50.3% | +150.3% | -100.0% | -12.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling