+4,480.7%
INTC vs BWA
+3,492.4%
+988.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.8% | +1.8% | +3.4% |
| 7D | +7.1% | +5.7% | +1.4% | +4.8% |
| 30D | -5.2% | +1.4% | -6.6% | -5.8% |
| 3M | -14.3% | -12.1% | -2.2% | -9.3% |
| 6M | +110.2% | +28.6% | +81.6% | +92.6% |
| YTD | +159.6% | +51.1% | +108.5% | +121.2% |
| 1Y | +289.3% | +55.9% | +233.4% | +226.8% |
| 3Y | +166.1% | +70.1% | +95.9% | +112.2% |
| 5Y | +94.4% | +90.7% | +3.7% | +45.8% |
| 10Y | +227.7% | +154.0% | +73.7% | +106.2% |
| All | +4,480.7% | +3,492.4% | +988.3% | +982.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling