+33.4%
INTC vs WCC
+153.2%
-119.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.3% | +4.2% | +6.0% |
| 7D | +7.3% | +3.3% | +3.9% | +5.9% |
| 30D | -38.3% | -9.4% | -28.9% | -34.8% |
| 3M | -36.0% | -10.5% | -25.5% | -32.1% |
| 6M | -51.7% | -10.4% | -41.3% | -48.5% |
| YTD | +69.4% | +34.4% | +35.0% | +55.0% |
| 1Y | +65.0% | +27.7% | +37.3% | +53.8% |
| 3Y | +63.0% | +137.9% | -75.0% | +17.6% |
| 5Y | +33.4% | +147.0% | -113.7% | -11.7% |
| All | +33.4% | +153.2% | -119.9% | -11.7% |
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