+164.3%
INTC vs TRI
-20.3%
+184.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.3% | -5.8% |
| 7D | +9.4% | -14.4% | +23.8% | +6.9% |
| 30D | +2.7% | -8.1% | +10.8% | +1.5% |
| 3M | -6.3% | +17.5% | -23.8% | -4.0% |
| 6M | +114.5% | -5.0% | +119.4% | +122.7% |
| YTD | +171.9% | -24.7% | +196.6% | +189.4% |
| 1Y | +305.0% | -41.5% | +346.5% | +359.6% |
| All | +164.3% | -20.3% | +184.6% | +168.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling