+15,172.7%
INTC vs WM
+26,336.4%
-11,163.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +4.8% |
| 7D | +7.1% | -0.3% | +7.4% | +7.1% |
| 30D | -5.2% | -2.4% | -2.8% | -4.8% |
| 3M | -14.3% | +0.4% | -14.7% | -15.1% |
| 6M | +110.2% | -9.5% | +119.7% | +112.2% |
| YTD | +159.6% | +0.5% | +159.1% | +156.1% |
| 1Y | +289.3% | -1.1% | +290.4% | +284.1% |
| 3Y | +166.1% | +46.0% | +120.0% | +140.1% |
| 5Y | +94.4% | +51.8% | +42.6% | +73.4% |
| 10Y | +227.7% | +307.5% | -79.8% | +140.4% |
| All | +15,172.7% | +26,336.4% | -11,163.7% | +8,768.3% |
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