+252.1%
INTC vs FTV
+80.7%
+171.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.4% |
| 7D | +7.5% | -4.0% | +11.4% | +10.1% |
| 30D | +2.0% | -11.0% | +13.0% | +9.2% |
| 3M | -12.0% | -8.4% | -3.6% | -8.1% |
| 6M | +114.5% | -2.6% | +117.1% | +115.4% |
| YTD | +179.0% | -0.6% | +179.6% | +172.3% |
| 1Y | +318.3% | +11.0% | +307.3% | +279.9% |
| 3Y | +171.2% | -6.3% | +177.6% | +173.8% |
| 5Y | +107.6% | -1.5% | +109.1% | +100.8% |
| All | +252.1% | +80.7% | +171.4% | +178.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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