+393.3%
INTC vs PWR
+8,127.0%
-7,733.8%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +9.4% | -3.9% | +3.0% |
| 7D | -1.0% | -4.8% | +3.8% | +0.2% |
| 30D | -43.3% | -16.2% | -27.1% | -40.5% |
| 3M | -41.6% | -11.9% | -29.6% | -39.5% |
| 6M | -52.5% | -20.6% | -31.9% | -49.2% |
| YTD | +60.9% | +40.3% | +20.6% | +49.0% |
| 1Y | +55.7% | +33.0% | +22.7% | +46.1% |
| 3Y | +59.2% | +250.0% | -190.8% | +17.1% |
| 5Y | +25.0% | +404.2% | -379.1% | -16.6% |
| 10Y | +109.3% | +1,865.8% | -1,756.6% | -0.2% |
| All | +393.3% | +8,127.0% | -7,733.8% | +39.0% |
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