+252.1%
INTC vs BWA
+156.8%
+95.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.2% | +2.0% |
| 7D | +7.5% | -1.3% | +8.8% | +8.0% |
| 30D | +2.0% | -2.9% | +4.9% | +3.2% |
| 3M | -12.0% | -10.7% | -1.3% | -7.4% |
| 6M | +114.5% | +26.5% | +88.1% | +95.7% |
| YTD | +179.0% | +49.1% | +129.9% | +134.2% |
| 1Y | +318.3% | +52.1% | +266.2% | +247.2% |
| 3Y | +171.2% | +72.6% | +98.6% | +107.9% |
| 5Y | +107.6% | +89.4% | +18.2% | +49.1% |
| All | +252.1% | +156.8% | +95.4% | +130.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling