-41.7%
INTU vs GWW
+222.6%
-264.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.7% | -1.5% | -3.0% |
| 7D | -7.5% | -1.5% | -6.0% | -6.9% |
| 30D | -1.9% | +1.1% | -3.0% | -2.4% |
| 3M | +4.9% | -1.0% | +5.8% | +4.8% |
| 6M | -33.2% | +16.3% | -49.5% | -38.4% |
| YTD | -51.4% | +28.5% | -79.9% | -57.9% |
| 1Y | -52.0% | +30.3% | -82.3% | -58.9% |
| 3Y | -40.7% | +91.6% | -132.3% | -61.0% |
| 5Y | -41.7% | +224.0% | -265.7% | -72.5% |
| All | -41.7% | +222.6% | -264.3% | -72.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling