+116.0%
INTC vs WWD
+191.3%
-75.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.9% |
| 7D | +18.0% | +0.6% | +17.3% | +17.5% |
| 30D | +8.9% | -5.1% | +14.0% | +11.5% |
| 3M | -1.6% | -11.2% | +9.7% | +3.5% |
| 6M | +133.1% | -12.0% | +145.1% | +145.8% |
| YTD | +187.9% | +12.0% | +175.9% | +173.0% |
| 1Y | +334.7% | +42.8% | +291.9% | +266.6% |
| 3Y | +184.2% | +168.9% | +15.2% | +75.0% |
| 5Y | +116.0% | +192.2% | -76.2% | +22.0% |
| All | +116.0% | +191.3% | -75.3% | +22.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling