+558.0%
INTC vs WBD
+291.3%
+266.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.5% | +9.5% | +9.2% |
| 7D | +17.4% | -0.7% | +18.1% | +17.6% |
| 30D | +2.8% | +5.0% | -2.2% | +1.3% |
| 3M | -5.3% | +6.2% | -11.5% | -7.0% |
| 6M | +140.6% | +0.6% | +140.0% | +140.2% |
| YTD | +183.1% | -2.4% | +185.5% | +185.0% |
| 1Y | +326.8% | +127.7% | +199.1% | +232.7% |
| 3Y | +179.4% | +148.4% | +31.0% | +100.4% |
| 5Y | +111.7% | +4.2% | +107.5% | +80.4% |
| 10Y | +253.8% | +10.8% | +243.0% | +153.7% |
| All | +558.0% | +291.3% | +266.7% | +166.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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