-40.6%
INTU vs WBD
+146.5%
-187.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.7% | -4.1% |
| 7D | -7.5% | -0.7% | -6.8% | -7.5% |
| 30D | -1.9% | +5.0% | -6.9% | -2.5% |
| 3M | +4.9% | +6.2% | -1.4% | +4.1% |
| 6M | -33.2% | +0.6% | -33.8% | -33.3% |
| YTD | -51.4% | -2.4% | -49.0% | -51.3% |
| 1Y | -52.0% | +127.7% | -179.7% | -57.0% |
| All | -40.6% | +146.5% | -187.0% | -50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling