+216.0%
INTU vs WCC
+514.1%
-298.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.5% | -6.6% | -4.7% |
| 7D | -7.5% | +8.5% | -16.0% | -9.3% |
| 30D | -1.9% | -1.0% | -1.0% | -2.1% |
| 3M | +4.9% | +2.1% | +2.7% | +2.9% |
| 6M | -33.2% | +36.8% | -70.0% | -40.3% |
| YTD | -51.4% | +47.7% | -99.1% | -57.8% |
| 1Y | -52.0% | +66.5% | -118.5% | -59.9% |
| 3Y | -40.7% | +134.2% | -174.8% | -57.3% |
| 5Y | -41.7% | +231.6% | -273.4% | -62.9% |
| All | +216.0% | +514.1% | -298.1% | +40.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling