+179.4%
INTC vs WAT
+49.0%
+130.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.6% | +10.6% | +9.7% |
| 7D | +17.4% | -0.7% | +18.1% | +17.7% |
| 30D | +2.8% | -1.0% | +3.7% | +3.0% |
| 3M | -5.3% | +10.9% | -16.2% | -9.6% |
| 6M | +140.6% | +33.2% | +107.4% | +110.8% |
| YTD | +183.1% | +6.1% | +177.0% | +172.2% |
| 1Y | +326.8% | +30.2% | +296.5% | +272.7% |
| 3Y | +179.4% | +52.9% | +126.6% | +136.1% |
| All | +179.4% | +49.0% | +130.4% | +136.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling