+98.7%
INTC vs SW
+182.7%
-84.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.9% | +8.7% | +7.8% |
| 7D | -14.4% | +2.3% | -16.7% | -14.7% |
| 30D | -50.2% | +6.8% | -57.0% | -50.8% |
| 3M | -43.6% | -5.2% | -38.4% | -43.4% |
| 6M | -50.2% | +7.4% | -57.6% | -50.9% |
| YTD | +52.5% | +17.4% | +35.1% | +48.1% |
| 1Y | +51.1% | +27.1% | +24.0% | +45.2% |
| 3Y | +50.3% | +47.9% | +2.4% | +43.1% |
| 5Y | +19.2% | -2.6% | +21.7% | +15.5% |
| All | +98.7% | +182.7% | -84.0% | +70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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