+57.4%
INTC vs WDC
+114.4%
-57.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.8% | +3.0% | -0.1% |
| 7D | -39.0% | -18.3% | -20.7% | -31.1% |
| 30D | -49.8% | -26.7% | -23.2% | -40.4% |
| 3M | -42.2% | -40.9% | -1.3% | -24.8% |
| 6M | -39.2% | -26.8% | -12.4% | -29.5% |
| YTD | +57.9% | +88.2% | -30.3% | +24.6% |
| 1Y | +57.4% | +113.2% | -55.8% | +18.8% |
| All | +57.4% | +114.4% | -57.0% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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