+50.3%
INTC vs WST
+19.1%
+31.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.9% | +5.8% | +7.4% |
| 7D | -14.4% | -3.1% | -11.3% | -13.9% |
| 30D | -50.2% | +9.1% | -59.3% | -50.9% |
| 3M | -43.6% | +14.7% | -58.3% | -44.9% |
| 6M | -50.2% | +28.0% | -78.2% | -52.2% |
| YTD | +52.5% | +45.6% | +6.9% | +43.0% |
| 1Y | +51.1% | +45.7% | +5.5% | +41.6% |
| 3Y | +50.3% | +21.1% | +29.2% | +36.3% |
| All | +50.3% | +19.1% | +31.2% | +36.3% |
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