+128.0%
INTC vs ROIV
+295.0%
-167.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +18.8% | -9.7% | +6.3% |
| 7D | +17.4% | +20.2% | -2.7% | +14.2% |
| 30D | +2.8% | +14.1% | -11.4% | +0.7% |
| 3M | -5.3% | +45.6% | -50.9% | -10.0% |
| 6M | +140.6% | +44.1% | +96.5% | +128.7% |
| YTD | +183.1% | +91.2% | +92.0% | +160.0% |
| 1Y | +326.8% | +221.3% | +105.5% | +268.7% |
| 3Y | +179.4% | +229.2% | -49.8% | +137.5% |
| 5Y | +111.7% | +316.5% | -204.7% | +77.6% |
| All | +128.0% | +295.0% | -167.1% | +96.7% |
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