+102.3%
INTC vs TRGP
+627.0%
-524.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.6% |
| 7D | +9.4% | -0.6% | +10.0% | +9.6% |
| 30D | +2.7% | +10.0% | -7.3% | -0.7% |
| 3M | -6.3% | +7.6% | -13.9% | -9.1% |
| 6M | +114.5% | +26.8% | +87.7% | +94.2% |
| YTD | +171.9% | +60.6% | +111.3% | +124.5% |
| 1Y | +305.0% | +82.5% | +222.5% | +216.9% |
| 3Y | +168.3% | +265.0% | -96.7% | +64.6% |
| 5Y | +102.3% | +645.9% | -543.6% | -5.5% |
| All | +102.3% | +627.0% | -524.7% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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