+318.3%
INTC vs TRI
-40.4%
+358.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +3.2% |
| 7D | +7.5% | -7.9% | +15.3% | +4.4% |
| 30D | +2.0% | -4.5% | +6.5% | +0.8% |
| 3M | -12.0% | +22.1% | -34.1% | -3.2% |
| 6M | +114.5% | -2.8% | +117.3% | +129.2% |
| YTD | +179.0% | -23.4% | +202.4% | +153.8% |
| 1Y | +318.3% | -41.5% | +359.8% | +138.4% |
| All | +318.3% | -40.4% | +358.7% | +138.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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