+289.3%
INTC vs WY
-5.4%
+294.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.6% | +4.5% |
| 7D | +7.1% | -2.6% | +9.7% | +7.0% |
| 30D | -5.2% | -10.9% | +5.7% | -5.3% |
| 3M | -14.3% | -6.0% | -8.3% | -13.9% |
| 6M | +110.2% | -5.6% | +115.8% | +109.8% |
| YTD | +159.6% | -1.1% | +160.8% | +157.6% |
| 1Y | +289.3% | -7.5% | +296.7% | +301.4% |
| All | +289.3% | -5.4% | +294.7% | +301.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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