+289.3%
INTC vs IVV
+20.9%
+268.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +5.7% |
| 7D | +7.1% | +0.1% | +7.0% | +6.6% |
| 30D | -5.2% | +0.1% | -5.3% | -5.3% |
| 3M | -14.3% | +2.0% | -16.3% | -17.4% |
| 6M | +110.2% | +13.0% | +97.1% | +58.3% |
| YTD | +159.6% | +13.6% | +146.0% | +92.7% |
| 1Y | +289.3% | +20.1% | +269.2% | +191.6% |
| All | +289.3% | +20.9% | +268.3% | +191.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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