+472.7%
INTC vs NWSA
+123.2%
+349.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.9% | +10.9% | +9.8% |
| 7D | +17.4% | -2.6% | +20.1% | +18.6% |
| 30D | +2.8% | +4.6% | -1.8% | +0.7% |
| 3M | -5.3% | +10.2% | -15.5% | -10.5% |
| 6M | +140.6% | +21.6% | +119.0% | +116.6% |
| YTD | +183.1% | +14.6% | +168.5% | +159.5% |
| 1Y | +326.8% | +0.4% | +326.4% | +313.2% |
| 3Y | +179.4% | +45.0% | +134.5% | +131.9% |
| 5Y | +111.7% | +41.3% | +70.4% | +73.9% |
| 10Y | +253.8% | +142.8% | +111.0% | +120.7% |
| All | +472.7% | +123.2% | +349.6% | +257.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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