+173.6%
INTC vs EWT
+590.1%
-416.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.6% | +9.6% | +9.4% |
| 7D | +17.4% | +1.6% | +15.8% | +16.1% |
| 30D | +2.8% | +8.2% | -5.4% | -2.5% |
| 3M | -5.3% | +11.1% | -16.3% | -10.2% |
| 6M | +140.6% | +60.4% | +80.2% | +80.3% |
| YTD | +183.1% | +75.6% | +107.5% | +99.7% |
| 1Y | +326.8% | +91.3% | +235.4% | +185.5% |
| 3Y | +179.4% | +200.3% | -20.8% | +40.5% |
| 5Y | +111.7% | +156.4% | -44.6% | +18.6% |
| 10Y | +253.8% | +495.8% | -242.0% | +18.9% |
| All | +173.6% | +590.1% | -416.6% | -47.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling