+54.4%
INTC vs IVV
+12.4%
+42.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.4% | +3.1% | -1.9% |
| 7D | -1.0% | +0.1% | -1.1% | -1.6% |
| 30D | -43.3% | -3.3% | -40.0% | -35.2% |
| 3M | -41.6% | -2.4% | -39.2% | -35.1% |
| 6M | -52.5% | +2.6% | -55.1% | -53.4% |
| YTD | +60.9% | +11.3% | +49.6% | +27.2% |
| All | +54.4% | +12.4% | +42.0% | +21.2% |
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