+103.2%
INTC vs TRI
-10.0%
+113.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +2.6% |
| 7D | +7.5% | -7.9% | +15.3% | +7.5% |
| 30D | +2.0% | -4.5% | +6.5% | +1.9% |
| 3M | -12.0% | +22.1% | -34.1% | -14.5% |
| 6M | +114.5% | -2.8% | +117.3% | +117.7% |
| YTD | +179.0% | -23.4% | +202.4% | +204.2% |
| 1Y | +318.3% | -41.5% | +359.8% | +414.7% |
| 3Y | +171.2% | -19.2% | +190.4% | +158.8% |
| All | +103.2% | -10.0% | +113.3% | +62.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling