+57.4%
INTC vs WCC
+24.5%
+32.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -9.9% | +6.2% | +4.5% |
| 7D | -39.0% | -8.8% | -30.2% | -33.3% |
| 30D | -49.8% | -16.0% | -33.8% | -41.5% |
| 3M | -42.2% | -15.2% | -27.0% | -33.3% |
| 6M | -39.2% | -8.4% | -30.8% | -33.3% |
| YTD | +57.9% | +30.1% | +27.8% | +35.9% |
| 1Y | +57.4% | +26.4% | +30.9% | +36.6% |
| All | +57.4% | +24.5% | +32.9% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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