+319.6%
INTC vs TRU
+228.6%
+91.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.8% | +11.8% | +10.1% |
| 7D | +17.4% | -7.2% | +24.6% | +20.3% |
| 30D | +2.8% | -2.8% | +5.6% | +3.3% |
| 3M | -5.3% | +13.0% | -18.3% | -12.0% |
| 6M | +140.6% | +0.7% | +139.9% | +131.5% |
| YTD | +183.1% | -9.0% | +192.1% | +180.8% |
| 1Y | +326.8% | -16.3% | +343.1% | +333.9% |
| 3Y | +179.4% | -1.1% | +180.5% | +152.4% |
| 5Y | +111.7% | -36.0% | +147.7% | +126.1% |
| 10Y | +253.8% | +139.9% | +113.9% | +124.5% |
| All | +319.6% | +228.6% | +91.0% | +146.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling