+237.7%
INTU vs GWW
+656.9%
-419.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.3% |
| 7D | -3.9% | 0.0% | -3.9% | -3.9% |
| 30D | +12.0% | +14.0% | -2.0% | +6.2% |
| 3M | +2.3% | +14.4% | -12.1% | -3.2% |
| 6M | -12.1% | +21.7% | -33.8% | -19.3% |
| YTD | -47.5% | +48.4% | -96.0% | -56.3% |
| 1Y | -46.9% | +58.4% | -105.3% | -57.0% |
| 3Y | -33.5% | +92.3% | -125.7% | -51.4% |
| 5Y | -41.2% | +221.8% | -263.0% | -65.8% |
| All | +237.7% | +656.9% | -419.2% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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