+116.0%
INTC vs BBWI
-68.8%
+184.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.3% | +8.0% | +3.3% |
| 7D | +18.0% | -4.4% | +22.4% | +19.1% |
| 30D | +8.9% | -7.4% | +16.3% | +10.3% |
| 3M | -1.6% | -2.2% | +0.7% | -2.5% |
| 6M | +133.1% | -16.3% | +149.4% | +137.9% |
| YTD | +187.9% | -9.1% | +197.1% | +186.2% |
| 1Y | +334.7% | -34.5% | +369.2% | +368.3% |
| 3Y | +184.2% | -47.0% | +231.1% | +211.9% |
| 5Y | +116.0% | -68.8% | +184.8% | +160.9% |
| All | +116.0% | -68.8% | +184.8% | +160.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling