+57.4%
INTC vs TRV
+54.4%
+2.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.5% | -7.3% | -0.1% |
| 7D | -39.0% | +3.9% | -42.9% | -36.4% |
| 30D | -49.8% | +13.5% | -63.3% | -42.3% |
| 3M | -42.2% | +8.9% | -51.1% | -36.1% |
| 6M | -39.2% | +36.8% | -75.9% | -10.8% |
| YTD | +57.9% | +42.7% | +15.2% | +134.3% |
| 1Y | +57.4% | +49.9% | +7.5% | +148.2% |
| All | +57.4% | +54.4% | +2.9% | +148.2% |
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