+179.4%
INTC vs W
+44.2%
+135.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.5% | +8.5% | +8.9% |
| 7D | +17.4% | +6.5% | +10.9% | +15.8% |
| 30D | +2.8% | -6.2% | +9.0% | +4.1% |
| 3M | -5.3% | +48.9% | -54.1% | -14.7% |
| 6M | +140.6% | +31.2% | +109.4% | +121.3% |
| YTD | +183.1% | -0.4% | +183.6% | +174.2% |
| 1Y | +326.8% | +14.8% | +311.9% | +296.7% |
| 3Y | +179.4% | +40.5% | +138.9% | +107.1% |
| All | +179.4% | +44.2% | +135.3% | +107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 3y: compounded portfolio wealth divided by compounded W 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…
3y analysis · Full analysis span regression · 6 months rolling