+2,832.9%
INTU vs WCC
+1,535.5%
+1,297.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +8.1% | -9.1% | -2.7% |
| 7D | -3.9% | -5.7% | +1.7% | -3.2% |
| 30D | +11.7% | -13.5% | +25.2% | +14.2% |
| 3M | +4.5% | -12.9% | +17.3% | +5.9% |
| 6M | -13.9% | -10.7% | -3.2% | -14.4% |
| YTD | -48.2% | +30.0% | -78.2% | -53.4% |
| 1Y | -47.1% | +24.7% | -71.8% | -52.0% |
| 3Y | -32.5% | +136.6% | -169.1% | -49.2% |
| 5Y | -42.6% | +143.9% | -186.5% | -57.9% |
| 10Y | +235.3% | +465.9% | -230.6% | +86.6% |
| All | +2,832.9% | +1,535.5% | +1,297.4% | +889.9% |
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