-34.1%
INTU vs WEC
+64.2%
-98.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.5% |
| 7D | +0.1% | +2.3% | -2.3% | +0.2% |
| 30D | +10.1% | +11.1% | -1.0% | +11.1% |
| 3M | -4.2% | +8.4% | -12.6% | -3.7% |
| 6M | -7.2% | +7.5% | -14.7% | -6.4% |
| YTD | -47.7% | +15.3% | -63.0% | -47.3% |
| 1Y | -46.7% | +9.7% | -56.4% | -46.2% |
| 3Y | -34.1% | +64.7% | -98.7% | -35.1% |
| All | -34.1% | +64.2% | -98.3% | -35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling