+305.0%
INTC vs BWA
+54.1%
+250.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.2% | -5.9% |
| 7D | +9.4% | -0.1% | +9.5% | +9.3% |
| 30D | +2.7% | -5.5% | +8.1% | +5.8% |
| 3M | -6.3% | -7.6% | +1.3% | -2.4% |
| 6M | +114.5% | +25.0% | +89.5% | +101.9% |
| YTD | +171.9% | +47.0% | +124.9% | +135.6% |
| 1Y | +305.0% | +54.0% | +251.0% | +250.7% |
| All | +305.0% | +54.1% | +250.9% | +250.7% |
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