-45.2%
INTU vs WAB
+46.5%
-91.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +3.9% |
| 7D | +8.7% | +4.5% | +4.1% | +10.8% |
| 30D | +25.9% | +1.1% | +24.8% | +26.6% |
| 3M | +10.7% | -1.3% | +12.0% | +10.4% |
| 6M | -11.6% | +12.7% | -24.3% | -6.4% |
| YTD | -45.4% | +38.7% | -84.1% | -44.6% |
| 1Y | -45.2% | +44.9% | -90.2% | -45.6% |
| All | -45.2% | +46.5% | -91.8% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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