+66.1%
INTC vs WU
-15.0%
+81.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -3.9% | -2.3% |
| 7D | +6.0% | -2.0% | +8.0% | +5.8% |
| 30D | -39.2% | +11.4% | -50.6% | -38.8% |
| 3M | -42.9% | -6.8% | -36.1% | -42.2% |
| 6M | -50.4% | -14.6% | -35.8% | -51.0% |
| YTD | +61.7% | -20.6% | +82.3% | +57.0% |
| 1Y | +66.1% | -15.4% | +81.5% | +56.0% |
| All | +66.1% | -15.0% | +81.1% | +56.0% |
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