+235.3%
INTU vs WEC
+178.6%
+56.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.4% |
| 7D | -3.9% | +0.2% | -4.2% | -4.0% |
| 30D | +11.7% | +12.9% | -1.2% | +6.8% |
| 3M | +4.5% | +9.8% | -5.3% | +0.8% |
| 6M | -13.9% | +6.7% | -20.6% | -16.3% |
| YTD | -48.2% | +14.0% | -62.2% | -51.4% |
| 1Y | -47.1% | +7.3% | -54.5% | -49.1% |
| 3Y | -32.5% | +63.8% | -96.3% | -47.2% |
| 5Y | -42.6% | +54.8% | -97.3% | -54.6% |
| 10Y | +235.3% | +185.7% | +49.6% | +113.3% |
| All | +235.3% | +178.6% | +56.7% | +113.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling