+29.6%
INTC vs ROIV
+287.3%
-257.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.6% | +0.9% | +4.8% |
| 7D | -1.0% | +13.3% | -14.3% | -2.8% |
| 30D | -43.3% | +14.8% | -58.1% | -44.4% |
| 3M | -41.6% | +11.9% | -53.5% | -42.6% |
| 6M | -52.5% | +42.4% | -94.9% | -54.7% |
| YTD | +60.9% | +87.4% | -26.5% | +48.1% |
| 1Y | +55.7% | +97.2% | -41.5% | +42.4% |
| 3Y | +59.2% | +375.7% | -316.5% | +32.8% |
| 5Y | +25.0% | +379.0% | -354.0% | -3.6% |
| All | +29.6% | +287.3% | -257.8% | +12.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling