+179.4%
INTC vs BWA
+72.9%
+106.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.9% | +10.9% | +10.0% |
| 7D | +17.4% | +4.3% | +13.1% | +14.8% |
| 30D | +2.8% | -2.9% | +5.7% | +4.1% |
| 3M | -5.3% | -12.4% | +7.2% | +1.3% |
| 6M | +140.6% | +28.6% | +112.0% | +117.7% |
| YTD | +183.1% | +48.2% | +134.9% | +135.7% |
| 1Y | +326.8% | +50.9% | +275.8% | +251.0% |
| 3Y | +179.4% | +72.2% | +107.3% | +92.3% |
| All | +179.4% | +72.9% | +106.6% | +92.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling