+440.1%
INTC vs WCC
+1,713.7%
-1,273.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.9% | +0.6% | +3.4% |
| 7D | +7.1% | +4.5% | +2.6% | +5.8% |
| 30D | -5.2% | -5.8% | +0.6% | -3.6% |
| 3M | -14.3% | -3.7% | -10.6% | -12.9% |
| 6M | +110.2% | +23.1% | +87.1% | +99.5% |
| YTD | +159.6% | +44.2% | +115.5% | +136.4% |
| 1Y | +289.3% | +62.1% | +227.2% | +242.3% |
| 3Y | +166.1% | +121.1% | +44.9% | +109.6% |
| 5Y | +94.4% | +214.0% | -119.6% | +34.8% |
| 10Y | +227.7% | +472.8% | -245.1% | +76.5% |
| All | +440.1% | +1,713.7% | -1,273.6% | +46.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling