+171.2%
INTC vs TRV
+146.6%
+24.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +2.6% |
| 7D | +7.5% | +1.9% | +5.5% | +7.4% |
| 30D | +2.0% | +1.7% | +0.3% | +1.9% |
| 3M | -12.0% | +23.9% | -35.9% | -13.9% |
| 6M | +114.5% | +26.3% | +88.3% | +108.5% |
| YTD | +179.0% | +30.8% | +148.2% | +167.8% |
| 1Y | +318.3% | +36.3% | +282.0% | +294.9% |
| 3Y | +171.2% | +145.0% | +26.2% | +168.5% |
| All | +171.2% | +146.6% | +24.6% | +168.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling