+15,172.7%
INTC vs WDC
+18,381.1%
-3,208.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.9% | -1.4% | +3.1% |
| 7D | +7.1% | +1.7% | +5.3% | +6.6% |
| 30D | -5.2% | -10.0% | +4.8% | -3.1% |
| 3M | -14.3% | -18.8% | +4.5% | -10.4% |
| 6M | +110.2% | +79.0% | +31.1% | +82.4% |
| YTD | +159.6% | +171.6% | -11.9% | +103.3% |
| 1Y | +289.3% | +417.4% | -128.1% | +159.5% |
| 3Y | +166.1% | +1,251.8% | -1,085.7% | +40.2% |
| 5Y | +94.4% | +911.7% | -817.3% | +7.7% |
| 10Y | +227.7% | +1,399.6% | -1,171.9% | +58.0% |
| All | +15,172.7% | +18,381.1% | -3,208.4% | +2,827.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling