+367.6%
INTC vs PWR
+7,423.5%
-7,055.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +6.3% | +1.5% | +6.1% |
| 7D | -14.4% | -12.9% | -1.6% | -11.3% |
| 30D | -50.2% | -22.8% | -27.4% | -46.7% |
| 3M | -43.6% | -19.0% | -24.6% | -40.3% |
| 6M | -50.2% | -31.1% | -19.1% | -44.8% |
| YTD | +52.5% | +28.3% | +24.3% | +44.6% |
| 1Y | +51.1% | +22.2% | +28.9% | +45.0% |
| 3Y | +50.3% | +222.2% | -171.9% | +13.0% |
| 5Y | +19.2% | +364.2% | -345.0% | -18.7% |
| 10Y | +105.1% | +1,864.8% | -1,759.7% | -1.8% |
| All | +367.6% | +7,423.5% | -7,055.9% | +34.9% |
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