+14,779.2%
INTU vs GWW
+8,847.3%
+5,931.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.2% |
| 7D | -3.9% | 0.0% | -3.9% | -3.9% |
| 30D | +12.0% | +14.0% | -2.0% | +5.8% |
| 3M | +2.3% | +14.4% | -12.1% | -3.6% |
| 6M | -12.1% | +21.7% | -33.8% | -19.8% |
| YTD | -47.5% | +48.4% | -96.0% | -56.8% |
| 1Y | -46.9% | +58.4% | -105.3% | -57.5% |
| 3Y | -33.5% | +92.3% | -125.7% | -51.9% |
| 5Y | -41.2% | +221.8% | -263.0% | -66.4% |
| 10Y | +233.5% | +657.6% | -424.1% | +22.4% |
| All | +14,779.2% | +8,847.3% | +5,931.9% | +1,703.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling