+8,872.3%
INTC vs WST
+14,518.0%
-5,645.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.9% | +5.8% | +7.1% |
| 7D | -14.4% | -3.1% | -11.3% | -13.4% |
| 30D | -50.2% | +9.1% | -59.3% | -51.5% |
| 3M | -43.6% | +14.7% | -58.3% | -46.1% |
| 6M | -50.2% | +28.0% | -78.2% | -54.1% |
| YTD | +52.5% | +45.6% | +6.9% | +34.7% |
| 1Y | +51.1% | +45.7% | +5.5% | +33.4% |
| 3Y | +50.3% | +21.1% | +29.2% | +28.9% |
| 5Y | +19.2% | +0.3% | +18.8% | +5.8% |
| 10Y | +105.1% | +449.0% | -343.9% | -2.1% |
| All | +8,872.3% | +14,518.0% | -5,645.7% | +1,572.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling