+27.8%
INTC vs ROIV
+380.3%
-352.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.4% | -2.3% |
| 7D | +6.0% | +1.7% | +4.3% | +5.7% |
| 30D | -39.2% | +17.6% | -56.8% | -40.8% |
| 3M | -42.9% | +9.0% | -51.9% | -43.9% |
| 6M | -50.4% | +35.3% | -85.7% | -52.8% |
| YTD | +61.7% | +82.2% | -20.5% | +47.4% |
| 1Y | +66.1% | +92.3% | -26.1% | +50.1% |
| 3Y | +58.1% | +336.8% | -278.7% | +28.4% |
| All | +27.8% | +380.3% | -352.5% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling