+236.7%
INTU vs W
+212.4%
+24.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | +0.1% | +0.4% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | +10.1% | +6.8% | +3.3% | +8.5% |
| 3M | -4.2% | +10.7% | -14.9% | -6.4% |
| 6M | -7.2% | +86.3% | -93.6% | -19.8% |
| YTD | -47.7% | +11.5% | -59.2% | -50.7% |
| 1Y | -46.7% | +5.1% | -51.8% | -49.4% |
| 3Y | -34.1% | +171.0% | -205.1% | -53.1% |
| 5Y | -43.3% | -56.6% | +13.3% | -49.7% |
| All | +236.7% | +212.4% | +24.4% | +89.9% |
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