+326.8%
INTC vs ROIV
+221.6%
+105.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +18.8% | -9.7% | +2.0% |
| 7D | +17.4% | +20.2% | -2.7% | +9.3% |
| 30D | +2.8% | +14.1% | -11.4% | -2.6% |
| 3M | -5.3% | +45.6% | -50.9% | -16.0% |
| 6M | +140.6% | +44.1% | +96.5% | +113.8% |
| YTD | +183.1% | +91.2% | +92.0% | +142.7% |
| 1Y | +326.8% | +221.3% | +105.5% | +310.1% |
| All | +326.8% | +221.6% | +105.2% | +310.1% |
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