+179.4%
INTC vs BBWI
-44.4%
+223.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -3.1% | +12.2% | +9.8% |
| 7D | +17.4% | +1.6% | +15.9% | +16.9% |
| 30D | +2.8% | -6.2% | +9.0% | +4.0% |
| 3M | -5.3% | +4.3% | -9.6% | -7.7% |
| 6M | +140.6% | -7.2% | +147.8% | +139.4% |
| YTD | +183.1% | -3.0% | +186.1% | +176.9% |
| 1Y | +326.8% | -30.8% | +357.5% | +359.8% |
| 3Y | +179.4% | -43.4% | +222.8% | +225.2% |
| All | +179.4% | -44.4% | +223.9% | +225.2% |
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