+93.9%
INTC vs WM
+52.1%
+41.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +4.5% |
| 7D | +7.1% | -0.3% | +7.4% | +7.1% |
| 30D | -5.2% | -2.4% | -2.8% | -5.2% |
| 3M | -14.3% | +0.4% | -14.7% | -15.2% |
| 6M | +110.2% | -9.5% | +119.7% | +112.5% |
| YTD | +159.6% | +0.5% | +159.1% | +154.7% |
| 1Y | +289.3% | -1.1% | +290.4% | +283.4% |
| 3Y | +166.1% | +46.0% | +120.0% | +129.8% |
| All | +93.9% | +52.1% | +41.7% | +58.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling