+211.1%
INTU vs W
+146.2%
+64.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.7% | -4.2% |
| 7D | -7.5% | +6.5% | -14.0% | -8.6% |
| 30D | -1.9% | -6.2% | +4.3% | -0.9% |
| 3M | +4.9% | +48.9% | -44.0% | -4.5% |
| 6M | -33.2% | +31.2% | -64.4% | -38.4% |
| YTD | -51.4% | -0.4% | -51.0% | -53.1% |
| 1Y | -52.0% | +14.8% | -66.8% | -55.5% |
| 3Y | -40.7% | +40.5% | -81.2% | -51.9% |
| 5Y | -41.7% | -62.1% | +20.4% | -47.0% |
| 10Y | +211.1% | +141.5% | +69.6% | +73.9% |
| All | +211.1% | +146.2% | +64.9% | +73.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling