+6,157.0%
INTU vs WAB
+4,103.0%
+2,054.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.8% | -5.6% | -4.3% |
| 7D | +0.1% | +1.4% | -1.3% | -0.4% |
| 30D | +15.4% | +0.4% | +15.0% | +15.0% |
| 3M | +6.6% | -3.8% | +10.4% | +7.3% |
| 6M | -11.3% | +5.1% | -16.4% | -13.8% |
| YTD | -47.7% | +33.3% | -81.0% | -53.3% |
| 1Y | -47.0% | +39.8% | -86.8% | -53.4% |
| 3Y | -29.9% | +161.1% | -191.0% | -49.6% |
| 5Y | -42.2% | +209.5% | -251.7% | -60.4% |
| 10Y | +251.7% | +293.8% | -42.2% | +108.1% |
| All | +6,157.0% | +4,103.0% | +2,054.0% | +1,528.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling