+519.2%
INTC vs WTW
+1,094.8%
-575.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.6% | +5.3% | +2.9% |
| 7D | +18.0% | -7.1% | +25.1% | +20.7% |
| 30D | +8.9% | -8.5% | +17.5% | +11.8% |
| 3M | -1.6% | +20.6% | -22.1% | -9.1% |
| 6M | +133.1% | +7.2% | +125.9% | +122.0% |
| YTD | +187.9% | -3.9% | +191.8% | +182.7% |
| 1Y | +334.7% | -3.6% | +338.3% | +323.5% |
| 3Y | +184.2% | +60.7% | +123.5% | +124.1% |
| 5Y | +116.0% | +42.2% | +73.9% | +77.8% |
| 10Y | +270.0% | +195.5% | +74.5% | +131.6% |
| All | +519.2% | +1,094.8% | -575.7% | +226.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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