+252.1%
INTC vs WWD
+498.2%
-246.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.3% | +2.1% |
| 7D | +7.5% | -2.6% | +10.0% | +8.5% |
| 30D | +2.0% | -6.9% | +8.9% | +4.7% |
| 3M | -12.0% | -13.0% | +1.1% | -7.5% |
| 6M | +114.5% | -12.5% | +127.0% | +125.2% |
| YTD | +179.0% | +11.8% | +167.1% | +167.3% |
| 1Y | +318.3% | +41.1% | +277.2% | +265.7% |
| 3Y | +171.2% | +163.1% | +8.2% | +85.7% |
| 5Y | +107.6% | +187.6% | -80.0% | +34.8% |
| All | +252.1% | +498.2% | -246.1% | +77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling