+209.1%
INTU vs WCN
+235.2%
-26.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | +0.4% |
| 7D | -9.2% | -4.4% | -4.7% | -6.1% |
| 30D | -7.0% | -4.4% | -2.6% | -3.9% |
| 3M | +10.5% | +0.5% | +10.1% | +10.4% |
| 6M | -30.6% | -3.3% | -27.3% | -29.4% |
| YTD | -52.3% | -8.5% | -43.9% | -49.7% |
| 1Y | -51.8% | -8.9% | -42.9% | -49.2% |
| 3Y | -41.8% | +18.0% | -59.9% | -51.3% |
| 5Y | -42.8% | +25.0% | -67.9% | -54.8% |
| All | +209.1% | +235.2% | -26.2% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WCN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling