+58.1%
INTC vs BBWI
-24.0%
+82.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -2.9% |
| 7D | +6.0% | +0.1% | +5.9% | +6.0% |
| 30D | -39.2% | +12.9% | -52.1% | -41.2% |
| 3M | -42.9% | +16.0% | -58.9% | -45.7% |
| 6M | -50.4% | +16.6% | -67.0% | -53.4% |
| YTD | +61.7% | +9.7% | +51.9% | +52.3% |
| 1Y | +66.1% | +1.5% | +64.6% | +58.2% |
| 3Y | +58.1% | -21.4% | +79.5% | +94.3% |
| All | +58.1% | -24.0% | +82.1% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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