+57.4%
INTC vs WM
+21.9%
+35.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.6% | -5.4% | -1.5% |
| 7D | -39.0% | +5.9% | -44.9% | -33.4% |
| 30D | -49.8% | +15.4% | -65.3% | -37.9% |
| 3M | -42.2% | +6.3% | -48.6% | -35.0% |
| 6M | -39.2% | +5.6% | -44.8% | -29.1% |
| YTD | +57.9% | +9.9% | +48.0% | +83.8% |
| 1Y | +57.4% | +20.8% | +36.5% | +94.9% |
| All | +57.4% | +21.9% | +35.5% | +94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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