+8,872.3%
INTC vs WM
+28,547.2%
-19,674.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.1% | +9.8% | +8.1% |
| 7D | -14.4% | +1.2% | -15.6% | -14.7% |
| 30D | -50.2% | +13.1% | -63.3% | -51.7% |
| 3M | -43.6% | +3.6% | -47.2% | -44.4% |
| 6M | -50.2% | +8.1% | -58.3% | -51.7% |
| YTD | +52.5% | +8.9% | +43.6% | +47.1% |
| 1Y | +51.1% | +20.3% | +30.8% | +42.6% |
| 3Y | +50.3% | +46.2% | +4.1% | +35.2% |
| 5Y | +19.2% | +59.9% | -40.7% | +4.7% |
| 10Y | +105.1% | +345.6% | -240.5% | +46.9% |
| All | +8,872.3% | +28,547.2% | -19,674.9% | +4,995.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling