+16,554.9%
INTC vs WSM
+34,818.5%
-18,263.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.2% | +8.9% | +9.0% |
| 7D | +17.4% | +2.6% | +14.9% | +16.8% |
| 30D | +2.8% | -9.5% | +12.3% | +5.0% |
| 3M | -5.3% | +12.9% | -18.1% | -8.0% |
| 6M | +140.6% | +23.0% | +117.6% | +129.3% |
| YTD | +183.1% | +28.9% | +154.2% | +167.2% |
| 1Y | +326.8% | +13.7% | +313.1% | +313.6% |
| 3Y | +179.4% | +232.6% | -53.2% | +108.2% |
| 5Y | +111.7% | +185.9% | -74.1% | +59.0% |
| 10Y | +253.8% | +998.6% | -744.8% | +86.5% |
| All | +16,554.9% | +34,818.5% | -18,263.6% | +4,108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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