+334.7%
INTC vs TLT
-4.4%
+339.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.1% |
| 7D | +18.0% | -0.3% | +18.2% | +18.2% |
| 30D | +8.9% | 0.0% | +9.0% | +9.0% |
| 3M | -1.6% | -2.9% | +1.3% | +0.5% |
| 6M | +133.1% | -6.3% | +139.3% | +133.7% |
| YTD | +187.9% | -3.3% | +191.3% | +193.5% |
| 1Y | +334.7% | -4.2% | +338.9% | +365.5% |
| All | +334.7% | -4.4% | +339.1% | +365.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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