+16,554.9%
INTC vs WMT
+9,397.9%
+7,157.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.0% | +10.1% | +9.5% |
| 7D | +17.4% | +0.1% | +17.3% | +17.3% |
| 30D | +2.8% | -5.0% | +7.7% | +4.5% |
| 3M | -5.3% | -11.3% | +6.0% | -1.4% |
| 6M | +140.6% | -13.8% | +154.4% | +152.0% |
| YTD | +183.1% | -4.2% | +187.3% | +182.7% |
| 1Y | +326.8% | +4.6% | +322.2% | +306.9% |
| 3Y | +179.4% | +100.5% | +79.0% | +96.6% |
| 5Y | +111.7% | +129.7% | -17.9% | +38.1% |
| 10Y | +253.8% | +423.4% | -169.6% | +58.4% |
| All | +16,554.9% | +9,397.9% | +7,157.0% | +1,664.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling