+305.0%
INTC vs TFC
+16.0%
+289.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -5.9% | -5.7% |
| 7D | +9.4% | -2.5% | +11.9% | +10.2% |
| 30D | +2.7% | -2.8% | +5.5% | +3.5% |
| 3M | -6.3% | +2.1% | -8.4% | -7.7% |
| 6M | +114.5% | +10.1% | +104.3% | +100.6% |
| YTD | +171.9% | +5.4% | +166.4% | +156.8% |
| 1Y | +305.0% | +16.3% | +288.7% | +285.1% |
| All | +305.0% | +16.0% | +289.0% | +285.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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