+2,065.4%
INTC vs WAT
+10,816.8%
-8,751.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +4.8% |
| 7D | +7.1% | -1.3% | +8.4% | +7.5% |
| 30D | -5.2% | +2.3% | -7.5% | -6.0% |
| 3M | -14.3% | +8.7% | -23.0% | -16.5% |
| 6M | +110.2% | +28.3% | +81.9% | +93.9% |
| YTD | +159.6% | +7.8% | +151.8% | +151.8% |
| 1Y | +289.3% | +36.6% | +252.7% | +249.9% |
| 3Y | +166.1% | +45.7% | +120.4% | +131.6% |
| 5Y | +94.4% | -3.3% | +97.7% | +88.2% |
| 10Y | +227.7% | +162.1% | +65.6% | +136.9% |
| All | +2,065.4% | +10,816.8% | -8,751.4% | +775.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling