+223.3%
INTC vs SW
+147.8%
+75.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.2% | +4.3% |
| 7D | +7.1% | -5.1% | +12.2% | +7.8% |
| 30D | -5.2% | -4.6% | -0.6% | -4.7% |
| 3M | -14.3% | +9.4% | -23.7% | -15.5% |
| 6M | +110.2% | +3.5% | +106.7% | +108.2% |
| YTD | +159.6% | +22.0% | +137.6% | +151.5% |
| 1Y | +289.3% | +2.2% | +287.1% | +284.2% |
| 3Y | +166.1% | +19.6% | +146.5% | +157.4% |
| 5Y | +94.4% | -2.3% | +96.7% | +88.3% |
| All | +223.3% | +147.8% | +75.5% | +181.5% |
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