+270.0%
INTC vs PWR
+2,367.8%
-2,097.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.6% |
| 7D | +18.0% | +2.7% | +15.3% | +16.6% |
| 30D | +8.9% | -5.1% | +14.1% | +11.7% |
| 3M | -1.6% | -9.4% | +7.8% | +3.7% |
| 6M | +133.1% | +10.4% | +122.7% | +124.3% |
| YTD | +187.9% | +48.6% | +139.3% | +143.2% |
| 1Y | +334.7% | +68.0% | +266.7% | +249.1% |
| 3Y | +184.2% | +204.7% | -20.6% | +71.5% |
| 5Y | +116.0% | +451.9% | -335.9% | -1.1% |
| 10Y | +270.0% | +2,425.3% | -2,155.4% | -14.4% |
| All | +270.0% | +2,367.8% | -2,097.9% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling