+2,771.6%
INTU vs WCC
+1,713.7%
+1,057.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.4% |
| 3M | +10.7% | -3.7% | +14.3% | +10.1% |
| 6M | -23.8% | +23.1% | -46.9% | -29.3% |
| YTD | -49.3% | +44.2% | -93.5% | -54.8% |
| 1Y | -49.7% | +62.1% | -111.7% | -56.5% |
| 3Y | -38.0% | +121.1% | -159.1% | -52.1% |
| 5Y | -38.7% | +214.0% | -252.7% | -57.0% |
| 10Y | +221.3% | +472.8% | -251.5% | +80.2% |
| All | +2,771.6% | +1,713.7% | +1,057.8% | +859.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling