+102.3%
INTC vs EWT
+144.9%
-42.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.5% | -3.0% | -2.7% |
| 7D | +9.4% | -1.1% | +10.5% | +10.9% |
| 30D | +2.7% | +4.8% | -2.1% | -2.3% |
| 3M | -6.3% | +11.1% | -17.4% | -14.5% |
| 6M | +114.5% | +54.6% | +59.8% | +41.4% |
| YTD | +171.9% | +71.4% | +100.4% | +61.4% |
| 1Y | +305.0% | +82.1% | +222.9% | +127.5% |
| 3Y | +168.3% | +193.2% | -24.9% | -7.1% |
| 5Y | +102.3% | +146.1% | -43.8% | -20.7% |
| All | +102.3% | +144.9% | -42.6% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 5y: compounded portfolio wealth divided by compounded EWT 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…
5y analysis · Full analysis span regression · 6 months rolling