+289.3%
INTC vs WU
-8.3%
+297.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +4.5% |
| 7D | +7.1% | -0.8% | +7.9% | +7.1% |
| 30D | -5.2% | -1.1% | -4.1% | -5.2% |
| 3M | -14.3% | -3.9% | -10.4% | -15.8% |
| 6M | +110.2% | -20.7% | +130.8% | +103.1% |
| YTD | +159.6% | -18.4% | +178.0% | +151.4% |
| 1Y | +289.3% | -8.1% | +297.3% | +266.9% |
| All | +289.3% | -8.3% | +297.5% | +266.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling