-52.7%
INTU vs WCN
-8.7%
-43.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.1% |
| 7D | -8.5% | -1.7% | -6.7% | -7.8% |
| 30D | -6.1% | -3.0% | -3.1% | -4.9% |
| 3M | +7.3% | +2.5% | +4.8% | +7.6% |
| 6M | -33.2% | -5.7% | -27.5% | -30.7% |
| YTD | -52.2% | -7.4% | -44.7% | -50.4% |
| 1Y | -52.7% | -8.6% | -44.1% | -50.5% |
| All | -52.7% | -8.7% | -43.9% | -50.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling