+58.1%
INTC vs WST
+24.3%
+33.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.2% | -3.8% | -2.7% |
| 7D | +6.0% | +4.2% | +1.8% | +5.2% |
| 30D | -39.2% | +11.2% | -50.4% | -40.2% |
| 3M | -42.9% | +20.4% | -63.3% | -44.7% |
| 6M | -50.4% | +37.9% | -88.3% | -53.0% |
| YTD | +61.7% | +51.8% | +9.9% | +50.3% |
| 1Y | +66.1% | +56.6% | +9.5% | +53.9% |
| 3Y | +58.1% | +24.2% | +33.9% | +40.0% |
| All | +58.1% | +24.3% | +33.8% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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