+307.6%
INTC vs TRV
+36.9%
+270.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.1% | -5.1% |
| 7D | +9.4% | -1.5% | +10.9% | +8.1% |
| 30D | +2.7% | -1.8% | +4.5% | +1.2% |
| 3M | -6.3% | +21.6% | -27.9% | +14.5% |
| 6M | +114.5% | +22.5% | +92.0% | +165.6% |
| YTD | +171.9% | +28.1% | +143.7% | +247.2% |
| All | +307.6% | +36.9% | +270.7% | +450.0% |
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