-38.4%
INTU vs WCC
+216.1%
-254.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.9% | -7.2% | -4.2% |
| 7D | -7.1% | +4.5% | -11.6% | -8.0% |
| 30D | +1.5% | -5.8% | +7.2% | +2.5% |
| 3M | +10.7% | -3.7% | +14.3% | +10.3% |
| 6M | -23.8% | +23.1% | -46.9% | -30.6% |
| YTD | -49.3% | +44.2% | -93.5% | -56.4% |
| 1Y | -49.7% | +62.1% | -111.7% | -58.6% |
| 3Y | -38.0% | +121.1% | -159.1% | -57.8% |
| All | -38.4% | +216.1% | -254.5% | -67.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling