+216.0%
INTU vs WEC
+143.2%
+72.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.2% | -4.5% |
| 7D | -7.5% | +0.8% | -8.3% | -7.8% |
| 30D | -1.9% | +0.3% | -2.3% | -2.2% |
| 3M | +4.9% | -2.9% | +7.8% | +5.9% |
| 6M | -33.2% | -5.9% | -27.3% | -32.2% |
| YTD | -51.4% | +4.1% | -55.6% | -52.8% |
| 1Y | -52.0% | +3.1% | -55.1% | -53.3% |
| 3Y | -40.7% | +40.8% | -81.5% | -50.7% |
| 5Y | -41.7% | +31.7% | -73.4% | -50.6% |
| All | +216.0% | +143.2% | +72.8% | +111.4% |
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