-45.2%
INTU vs W
+21.5%
-66.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +11.0% | -7.5% | +2.7% |
| 7D | +8.7% | +8.4% | +0.3% | +8.0% |
| 30D | +25.9% | +16.5% | +9.4% | +24.5% |
| 3M | +10.7% | +6.4% | +4.3% | +9.8% |
| 6M | -11.6% | +90.5% | -102.1% | -14.7% |
| YTD | -45.4% | +23.1% | -68.5% | -45.6% |
| 1Y | -45.2% | +24.3% | -69.5% | -45.6% |
| All | -45.2% | +21.5% | -66.7% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 1y: compounded portfolio wealth divided by compounded W 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…
1y analysis · Full analysis span regression · 6 months rolling