+305.0%
INTC vs WAT
+34.9%
+270.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.8% | -4.8% | -5.3% |
| 7D | +9.4% | -2.9% | +12.3% | +10.5% |
| 30D | +2.7% | -3.2% | +5.9% | +3.8% |
| 3M | -6.3% | +10.6% | -16.9% | -9.7% |
| 6M | +114.5% | +34.0% | +80.4% | +91.2% |
| YTD | +171.9% | +5.7% | +166.1% | +161.1% |
| 1Y | +305.0% | +37.1% | +267.9% | +277.6% |
| All | +305.0% | +34.9% | +270.1% | +277.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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