+289.3%
INTC vs BWA
+59.1%
+230.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.8% | +1.8% | +2.9% |
| 7D | +7.1% | +5.7% | +1.4% | +3.8% |
| 30D | -5.2% | +1.4% | -6.6% | -6.1% |
| 3M | -14.3% | -12.1% | -2.2% | -8.6% |
| 6M | +110.2% | +28.6% | +81.6% | +95.2% |
| YTD | +159.6% | +51.1% | +108.5% | +122.3% |
| 1Y | +289.3% | +55.9% | +233.4% | +233.8% |
| All | +289.3% | +59.1% | +230.2% | +233.8% |
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