+289.3%
INTC vs TRV
+34.7%
+254.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.8% | +3.3% |
| 7D | +7.1% | -0.1% | +7.2% | +6.9% |
| 30D | -5.2% | -3.4% | -1.8% | -8.1% |
| 3M | -14.3% | +26.4% | -40.7% | +8.2% |
| 6M | +110.2% | +19.3% | +90.9% | +154.6% |
| YTD | +159.6% | +28.3% | +131.3% | +229.4% |
| 1Y | +289.3% | +34.3% | +255.0% | +414.5% |
| All | +289.3% | +34.7% | +254.6% | +414.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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