+16,554.9%
INTC vs TRV
+6,550.0%
+10,004.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.0% | +10.0% | +9.5% |
| 7D | +17.4% | +0.5% | +16.9% | +17.1% |
| 30D | +2.8% | -4.9% | +7.6% | +4.8% |
| 3M | -5.3% | +23.7% | -29.0% | -14.6% |
| 6M | +140.6% | +20.3% | +120.3% | +117.9% |
| YTD | +183.1% | +27.1% | +156.1% | +149.4% |
| 1Y | +326.8% | +35.3% | +291.4% | +264.0% |
| 3Y | +179.4% | +139.8% | +39.6% | +82.6% |
| 5Y | +111.7% | +153.9% | -42.1% | +32.8% |
| 10Y | +253.8% | +285.9% | -32.0% | +79.3% |
| All | +16,554.9% | +6,550.0% | +10,004.9% | +2,388.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling