+57.4%
INTC vs BWA
+17.4%
+40.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.5% | -1.2% | -2.2% |
| 7D | -39.0% | -9.9% | -29.1% | -34.6% |
| 30D | -49.8% | -16.4% | -33.5% | -43.9% |
| 3M | -42.2% | -19.8% | -22.4% | -34.3% |
| 6M | -39.2% | -10.0% | -29.2% | -31.6% |
| YTD | +57.9% | +12.7% | +45.2% | +53.7% |
| 1Y | +57.4% | +15.7% | +41.7% | +51.8% |
| All | +57.4% | +17.4% | +40.0% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling