-42.6%
INTU vs WBD
+3.7%
-46.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.8% | -1.4% |
| 7D | -8.5% | -1.7% | -6.8% | -8.2% |
| 30D | -6.1% | +3.9% | -10.0% | -6.7% |
| 3M | +7.3% | +5.1% | +2.3% | +6.4% |
| 6M | -33.2% | +0.6% | -33.8% | -33.3% |
| YTD | -52.2% | -3.2% | -49.0% | -51.9% |
| 1Y | -52.7% | +127.7% | -180.3% | -59.7% |
| 3Y | -41.6% | +146.6% | -188.2% | -53.2% |
| 5Y | -42.6% | +4.2% | -46.8% | -49.9% |
| All | -42.6% | +3.7% | -46.4% | -49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling