+773.7%
INTC vs WU
-22.3%
+796.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.1% |
| 7D | +18.0% | -4.9% | +22.9% | +20.4% |
| 30D | +8.9% | -1.3% | +10.2% | +9.3% |
| 3M | -1.6% | -3.6% | +2.0% | -2.3% |
| 6M | +133.1% | -24.3% | +157.4% | +155.6% |
| YTD | +187.9% | -21.1% | +209.0% | +208.3% |
| 1Y | +334.7% | -10.3% | +345.0% | +334.7% |
| 3Y | +184.2% | -28.4% | +212.5% | +210.2% |
| 5Y | +116.0% | -51.2% | +167.2% | +173.6% |
| 10Y | +270.0% | -39.6% | +309.6% | +313.9% |
| All | +773.7% | -22.3% | +796.0% | +677.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling