-29.9%
INTU vs WEC
+53.8%
-83.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.1% | -1.7% | -3.9% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | +15.4% | +12.3% | +3.1% | +16.8% |
| 3M | +6.6% | +8.3% | -1.7% | +7.3% |
| 6M | -11.3% | +3.5% | -14.8% | -10.8% |
| YTD | -47.7% | +12.7% | -60.4% | -47.4% |
| 1Y | -47.0% | +8.2% | -55.2% | -46.6% |
| 3Y | -29.9% | +55.9% | -85.8% | -30.8% |
| All | -29.9% | +53.8% | -83.8% | -30.8% |
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 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