+50.3%
INTC vs ROIV
+314.9%
-264.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +6.2% | +1.5% | +5.0% |
| 7D | -14.4% | +5.3% | -19.8% | -16.2% |
| 30D | -50.2% | +11.9% | -62.1% | -52.5% |
| 3M | -43.6% | +10.7% | -54.3% | -46.4% |
| 6M | -50.2% | +34.9% | -85.1% | -56.2% |
| YTD | +52.5% | +79.2% | -26.7% | +19.8% |
| 1Y | +51.1% | +89.0% | -37.9% | +15.4% |
| 3Y | +50.3% | +337.3% | -287.1% | -17.6% |
| All | +50.3% | +314.9% | -264.7% | -17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling