+155.1%
INTC vs HWM
+440.4%
-285.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +4.7% |
| 7D | +7.1% | -2.1% | +9.2% | +7.8% |
| 30D | -5.2% | -11.0% | +5.8% | -0.7% |
| 3M | -14.3% | +4.0% | -18.3% | -16.0% |
| 6M | +110.2% | -0.2% | +110.4% | +108.8% |
| YTD | +159.6% | +26.7% | +133.0% | +133.5% |
| 1Y | +289.3% | +44.7% | +244.6% | +231.2% |
| All | +155.1% | +440.4% | -285.3% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling