+116.0%
INTC vs WCC
+228.2%
-112.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +2.2% |
| 7D | +18.0% | +6.8% | +11.2% | +14.8% |
| 30D | +8.9% | -3.0% | +12.0% | +10.4% |
| 3M | -1.6% | +0.2% | -1.8% | -1.2% |
| 6M | +133.1% | +33.2% | +99.9% | +109.6% |
| YTD | +187.9% | +45.8% | +142.1% | +151.3% |
| 1Y | +334.7% | +68.4% | +266.3% | +258.9% |
| 3Y | +184.2% | +131.1% | +53.1% | +101.7% |
| 5Y | +116.0% | +225.6% | -109.6% | +26.4% |
| All | +116.0% | +228.2% | -112.2% | +26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling