+211.1%
INTU vs WAT
+153.6%
+57.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.6% | -3.5% |
| 7D | -7.5% | -0.7% | -6.8% | -7.2% |
| 30D | -1.9% | -1.0% | -1.0% | -1.6% |
| 3M | +4.9% | +10.9% | -6.0% | -0.2% |
| 6M | -33.2% | +33.2% | -66.4% | -42.1% |
| YTD | -51.4% | +6.1% | -57.5% | -53.6% |
| 1Y | -52.0% | +30.2% | -82.2% | -58.7% |
| 3Y | -40.7% | +52.9% | -93.6% | -56.4% |
| 5Y | -41.7% | -5.1% | -36.6% | -45.2% |
| 10Y | +211.1% | +152.6% | +58.5% | +79.1% |
| All | +211.1% | +153.6% | +57.5% | +79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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