+289.3%
INTC vs HWM
+48.6%
+240.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +4.7% |
| 7D | +7.1% | -2.1% | +9.2% | +8.0% |
| 30D | -5.2% | -11.0% | +5.8% | +0.5% |
| 3M | -14.3% | +4.0% | -18.3% | -16.3% |
| 6M | +110.2% | -0.2% | +110.4% | +107.6% |
| YTD | +159.6% | +26.7% | +133.0% | +123.1% |
| 1Y | +289.3% | +44.7% | +244.6% | +197.6% |
| All | +289.3% | +48.6% | +240.7% | +197.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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