+57.4%
INTC vs ROIV
+97.8%
-40.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.1% | -9.8% | -6.2% |
| 7D | -39.0% | +3.0% | -42.0% | -39.6% |
| 30D | -49.8% | +6.8% | -56.7% | -51.2% |
| 3M | -42.2% | +10.5% | -52.8% | -45.0% |
| 6M | -39.2% | +34.8% | -74.0% | -45.4% |
| YTD | +57.9% | +76.2% | -18.3% | +35.2% |
| 1Y | +57.4% | +92.4% | -35.0% | +35.5% |
| All | +57.4% | +97.8% | -40.5% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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