+46.4%
INTC vs WM
+19.8%
+26.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.1% | +9.8% | +4.7% |
| 7D | -14.4% | +1.2% | -15.6% | -12.4% |
| 30D | -50.2% | +13.1% | -63.3% | -39.8% |
| 3M | -43.6% | +3.6% | -47.2% | -38.4% |
| 6M | -50.2% | +8.1% | -58.3% | -41.8% |
| YTD | +52.5% | +8.9% | +43.6% | +76.6% |
| All | +46.4% | +19.8% | +26.6% | +73.9% |
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