+289.3%
INTC vs TRU
-7.3%
+296.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -5.9% | +10.4% | +3.2% |
| 7D | +7.1% | -6.8% | +13.8% | +5.6% |
| 30D | -5.2% | 0.0% | -5.2% | -5.1% |
| 3M | -14.3% | +13.3% | -27.6% | -12.1% |
| 6M | +110.2% | +3.4% | +106.7% | +114.2% |
| YTD | +159.6% | -6.4% | +166.0% | +164.7% |
| 1Y | +289.3% | -9.7% | +299.0% | +297.9% |
| All | +289.3% | -7.3% | +296.6% | +297.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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