+61.5%
INTC vs TLT
-7.2%
+68.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.1% |
| 7D | +17.1% | -2.7% | +19.8% | +19.3% |
| 30D | -40.5% | +2.2% | -42.6% | -42.7% |
| 3M | -39.4% | -1.7% | -37.6% | -38.1% |
| 6M | -49.3% | -4.0% | -45.3% | -46.6% |
| YTD | +65.9% | -4.9% | +70.8% | +72.3% |
| 1Y | +61.5% | -7.4% | +68.9% | +77.3% |
| All | +61.5% | -7.2% | +68.7% | +77.3% |
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