+211.0%
INTU vs WCC
+506.2%
-295.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.3% |
| 7D | -8.5% | +6.8% | -15.3% | -9.9% |
| 30D | -6.1% | -3.0% | -3.1% | -5.8% |
| 3M | +7.3% | +0.2% | +7.1% | +5.8% |
| 6M | -33.2% | +33.2% | -66.4% | -39.9% |
| YTD | -52.2% | +45.8% | -98.0% | -58.3% |
| 1Y | -52.7% | +68.4% | -121.1% | -60.6% |
| 3Y | -41.6% | +131.1% | -172.7% | -57.8% |
| 5Y | -42.6% | +225.6% | -268.3% | -63.4% |
| 10Y | +211.0% | +534.2% | -323.1% | +39.0% |
| All | +211.0% | +506.2% | -295.1% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WCC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling