+51.6%
INTC vs WM
+45.7%
+5.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -1.9% |
| 7D | -4.0% | +1.2% | -5.2% | -3.4% |
| 30D | -44.5% | +13.7% | -58.2% | -41.4% |
| 3M | -40.4% | +5.2% | -45.6% | -38.3% |
| 6M | -53.5% | +11.2% | -64.7% | -51.8% |
| YTD | +57.5% | +9.4% | +48.1% | +62.0% |
| 1Y | +51.2% | +20.4% | +30.8% | +52.2% |
| 3Y | +51.6% | +44.7% | +6.9% | +74.0% |
| All | +51.6% | +45.7% | +5.9% | +74.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling