+695.9%
INTC vs PWR
+8,583.6%
-7,887.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +4.3% |
| 7D | +7.1% | +3.6% | +3.5% | +6.1% |
| 30D | -5.2% | -8.6% | +3.4% | -3.0% |
| 3M | -14.3% | -13.2% | -1.1% | -10.6% |
| 6M | +110.2% | +9.9% | +100.3% | +106.4% |
| YTD | +159.6% | +48.0% | +111.6% | +136.8% |
| 1Y | +289.3% | +66.2% | +223.1% | +245.6% |
| 3Y | +166.1% | +195.1% | -29.1% | +102.6% |
| 5Y | +94.4% | +442.6% | -348.2% | +27.0% |
| 10Y | +227.7% | +2,334.2% | -2,106.5% | +48.6% |
| All | +695.9% | +8,583.6% | -7,887.6% | +120.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling