+111.7%
INTC vs TER
+216.0%
-104.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +4.2% | +4.8% | +6.9% |
| 7D | +17.4% | +11.0% | +6.5% | +11.4% |
| 30D | +2.8% | -1.9% | +4.6% | +3.6% |
| 3M | -5.3% | -0.7% | -4.6% | -5.1% |
| 6M | +140.6% | +36.4% | +104.2% | +101.8% |
| YTD | +183.1% | +92.4% | +90.7% | +99.0% |
| 1Y | +326.8% | +213.5% | +113.2% | +130.5% |
| 3Y | +179.4% | +277.2% | -97.8% | +26.8% |
| 5Y | +111.7% | +219.1% | -107.4% | -0.5% |
| All | +111.7% | +216.0% | -104.3% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling