+106.4%
INTC vs PWR
+1,818.7%
-1,712.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.4% |
| 7D | -4.0% | -11.2% | +7.2% | +1.4% |
| 30D | -44.5% | -17.4% | -27.1% | -39.2% |
| 3M | -40.4% | -11.7% | -28.6% | -36.9% |
| 6M | -53.5% | -21.7% | -31.8% | -47.6% |
| YTD | +57.5% | +38.3% | +19.3% | +37.3% |
| 1Y | +51.2% | +29.6% | +21.6% | +35.4% |
| 3Y | +51.6% | +236.1% | -184.6% | -11.8% |
| 5Y | +23.5% | +406.3% | -382.9% | -41.5% |
| 10Y | +106.4% | +1,796.7% | -1,690.3% | -47.9% |
| All | +106.4% | +1,818.7% | -1,712.4% | -47.9% |
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