+211.0%
INTU vs WAB
+282.7%
-71.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.1% |
| 7D | -8.5% | +0.2% | -8.7% | -8.5% |
| 30D | -6.1% | -4.6% | -1.6% | -4.7% |
| 3M | +7.3% | +5.6% | +1.7% | +4.4% |
| 6M | -33.2% | +13.8% | -47.0% | -37.4% |
| YTD | -52.2% | +31.9% | -84.0% | -57.8% |
| 1Y | -52.7% | +48.3% | -100.9% | -60.2% |
| 3Y | -41.6% | +167.1% | -208.8% | -61.2% |
| 5Y | -42.6% | +222.9% | -265.5% | -64.2% |
| 10Y | +211.0% | +289.9% | -78.9% | +58.1% |
| All | +211.0% | +282.7% | -71.6% | +58.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling