+102.3%
INTC vs WMT
+129.4%
-27.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.5% | -5.6% |
| 7D | +9.4% | -2.5% | +11.9% | +9.9% |
| 30D | +2.7% | -6.4% | +9.1% | +3.9% |
| 3M | -6.3% | -12.1% | +5.8% | -4.0% |
| 6M | +114.5% | -15.0% | +129.4% | +120.2% |
| YTD | +171.9% | -4.5% | +176.4% | +169.9% |
| 1Y | +305.0% | +6.2% | +298.8% | +287.9% |
| 3Y | +168.3% | +99.9% | +68.5% | +107.3% |
| 5Y | +102.3% | +131.4% | -29.2% | +43.9% |
| All | +102.3% | +129.4% | -27.1% | +43.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling