+252.1%
INTC vs TRU
+147.2%
+105.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +2.3% |
| 7D | +7.5% | -2.7% | +10.2% | +8.4% |
| 30D | +2.0% | -2.0% | +4.0% | +2.2% |
| 3M | -12.0% | +18.4% | -30.4% | -19.8% |
| 6M | +114.5% | +8.9% | +105.7% | +100.0% |
| YTD | +179.0% | -8.9% | +187.9% | +176.7% |
| 1Y | +318.3% | -15.9% | +334.2% | +325.3% |
| 3Y | +171.2% | -1.1% | +172.3% | +144.5% |
| 5Y | +107.6% | -35.2% | +142.8% | +122.0% |
| All | +252.1% | +147.2% | +105.0% | +131.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling