+211.0%
INTU vs WEC
+141.2%
+69.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.7% | -1.3% |
| 7D | -8.5% | +0.4% | -8.9% | -8.6% |
| 30D | -6.1% | +0.9% | -7.0% | -6.5% |
| 3M | +7.3% | -5.3% | +12.7% | +9.4% |
| 6M | -33.2% | -6.6% | -26.6% | -32.0% |
| YTD | -52.2% | +3.3% | -55.4% | -53.4% |
| 1Y | -52.7% | +2.1% | -54.7% | -53.8% |
| 3Y | -41.6% | +39.6% | -81.2% | -51.3% |
| 5Y | -42.6% | +31.2% | -73.8% | -51.3% |
| 10Y | +211.0% | +148.4% | +62.6% | +108.8% |
| All | +211.0% | +141.2% | +69.9% | +108.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WEC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling