+164.3%
INTC vs TRU
-2.2%
+166.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.4% | -5.5% |
| 7D | +9.4% | -9.4% | +18.8% | +11.4% |
| 30D | +2.7% | -4.1% | +6.8% | +3.2% |
| 3M | -6.3% | +13.6% | -19.9% | -10.8% |
| 6M | +114.5% | +3.6% | +110.9% | +108.0% |
| YTD | +171.9% | -9.8% | +181.7% | +173.6% |
| 1Y | +305.0% | -13.6% | +318.7% | +311.1% |
| All | +164.3% | -2.2% | +166.6% | +153.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling