-51.8%
INTU vs WBD
+130.2%
-182.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.4% |
| 7D | -9.2% | -0.6% | -8.6% | -9.1% |
| 30D | -7.0% | +4.2% | -11.2% | -7.2% |
| 3M | +10.5% | +7.5% | +3.0% | +10.1% |
| 6M | -30.6% | +1.6% | -32.2% | -30.6% |
| YTD | -52.3% | -2.2% | -50.2% | -52.4% |
| 1Y | -51.8% | +124.9% | -176.7% | -52.3% |
| All | -51.8% | +130.2% | -182.0% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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