+66.1%
INTC vs WAB
+42.5%
+23.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -1.9% |
| 7D | +6.0% | +5.1% | +0.9% | +2.1% |
| 30D | -39.2% | +4.0% | -43.2% | -40.4% |
| 3M | -42.9% | +0.1% | -43.0% | -42.9% |
| 6M | -50.4% | +12.8% | -63.2% | -54.1% |
| YTD | +61.7% | +40.1% | +21.6% | +27.8% |
| 1Y | +66.1% | +46.4% | +19.8% | +26.8% |
| All | +66.1% | +42.5% | +23.6% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 1y: compounded portfolio wealth divided by compounded WAB 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…
1y analysis · Full analysis span regression · 6 months rolling