+209.1%
INTU vs GWW
+565.7%
-356.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | -9.2% | -3.1% | -6.0% | -8.0% |
| 30D | -7.0% | -2.3% | -4.7% | -6.2% |
| 3M | +10.5% | -3.3% | +13.8% | +11.6% |
| 6M | -30.6% | +15.4% | -46.0% | -35.2% |
| YTD | -52.3% | +26.7% | -79.1% | -57.6% |
| 1Y | -51.8% | +29.0% | -80.8% | -57.6% |
| 3Y | -41.8% | +89.0% | -130.8% | -57.3% |
| 5Y | -42.8% | +221.8% | -264.6% | -66.5% |
| All | +209.1% | +565.7% | -356.6% | +45.1% |
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