+171.2%
INTC vs WMT
+102.3%
+68.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.5% |
| 7D | +7.5% | 0.0% | +7.4% | +7.4% |
| 30D | +2.0% | -7.4% | +9.4% | +2.8% |
| 3M | -12.0% | -10.9% | -1.1% | -10.7% |
| 6M | +114.5% | -12.7% | +127.2% | +116.7% |
| YTD | +179.0% | -3.2% | +182.2% | +175.6% |
| 1Y | +318.3% | +5.3% | +313.0% | +304.6% |
| 3Y | +171.2% | +101.9% | +69.4% | +132.2% |
| All | +171.2% | +102.3% | +68.9% | +132.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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