+270.0%
INTC vs ROL
+205.3%
+64.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +2.1% |
| 7D | +18.0% | -3.3% | +21.3% | +19.1% |
| 30D | +8.9% | -7.2% | +16.2% | +11.2% |
| 3M | -1.6% | -27.0% | +25.4% | +7.7% |
| 6M | +133.1% | -39.5% | +172.6% | +171.2% |
| YTD | +187.9% | -41.8% | +229.7% | +238.3% |
| 1Y | +334.7% | -38.9% | +373.6% | +398.4% |
| 3Y | +184.2% | -0.4% | +184.6% | +165.3% |
| 5Y | +116.0% | -4.2% | +120.2% | +98.4% |
| 10Y | +270.0% | +208.2% | +61.8% | +102.9% |
| All | +270.0% | +205.3% | +64.7% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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