-52.0%
INTU vs WAB
+47.5%
-99.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.6% | -4.7% | -4.0% |
| 7D | -7.5% | +1.7% | -9.2% | -7.0% |
| 30D | -1.9% | -2.4% | +0.5% | -2.7% |
| 3M | +4.9% | +9.7% | -4.8% | +7.9% |
| 6M | -33.2% | +16.5% | -49.7% | -31.0% |
| YTD | -51.4% | +33.7% | -85.1% | -52.5% |
| 1Y | -52.0% | +49.7% | -101.7% | -55.0% |
| All | -52.0% | +47.5% | -99.5% | -55.0% |
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