+16,554.9%
INTC vs WY
+676.8%
+15,878.1%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.4% | +10.5% | +9.6% |
| 7D | +17.4% | -2.1% | +19.5% | +18.3% |
| 30D | +2.8% | -10.5% | +13.3% | +7.1% |
| 3M | -5.3% | -4.9% | -0.4% | -4.4% |
| 6M | +140.6% | -4.9% | +145.5% | +142.0% |
| YTD | +183.1% | -1.7% | +184.8% | +180.3% |
| 1Y | +326.8% | -9.4% | +336.1% | +334.8% |
| 3Y | +179.4% | -22.3% | +201.7% | +201.1% |
| 5Y | +111.7% | -20.5% | +132.3% | +125.2% |
| 10Y | +253.8% | +4.9% | +248.9% | +215.1% |
| All | +16,554.9% | +676.8% | +15,878.1% | +6,271.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling