+252.1%
INTC vs WY
+7.6%
+244.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.5% |
| 7D | +7.5% | -4.2% | +11.6% | +9.4% |
| 30D | +2.0% | -10.1% | +12.1% | +6.6% |
| 3M | -12.0% | -8.5% | -3.5% | -9.5% |
| 6M | +114.5% | -3.3% | +117.9% | +114.3% |
| YTD | +179.0% | -4.4% | +183.4% | +178.9% |
| 1Y | +318.3% | -11.5% | +329.8% | +331.9% |
| 3Y | +171.2% | -24.3% | +195.5% | +198.2% |
| 5Y | +107.6% | -21.3% | +128.9% | +123.4% |
| All | +252.1% | +7.6% | +244.6% | +224.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling