+747.8%
INTC vs TRI
+518.6%
+229.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -6.5% | +15.6% | +11.6% |
| 7D | +17.4% | -7.1% | +24.5% | +20.2% |
| 30D | +2.8% | -2.3% | +5.1% | +2.6% |
| 3M | -5.3% | +19.6% | -24.8% | -16.4% |
| 6M | +140.6% | -8.7% | +149.3% | +134.0% |
| YTD | +183.1% | -22.3% | +205.4% | +190.4% |
| 1Y | +326.8% | -40.7% | +367.4% | +399.2% |
| 3Y | +179.4% | -17.8% | +197.2% | +168.5% |
| 5Y | +111.7% | -8.5% | +120.2% | +91.0% |
| 10Y | +253.8% | +192.6% | +61.2% | +68.6% |
| All | +747.8% | +518.6% | +229.2% | +72.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling