+14,280.4%
INTU vs WEC
+2,552.4%
+11,728.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.1% |
| 7D | -7.1% | -0.3% | -6.8% | -7.0% |
| 30D | +1.5% | -1.3% | +2.7% | +1.9% |
| 3M | +10.7% | -3.9% | +14.6% | +12.2% |
| 6M | -23.8% | -8.3% | -15.5% | -21.8% |
| YTD | -49.3% | +3.1% | -52.4% | -50.5% |
| 1Y | -49.7% | +1.9% | -51.6% | -50.8% |
| 3Y | -38.0% | +41.9% | -79.9% | -48.2% |
| 5Y | -38.7% | +30.8% | -69.5% | -47.5% |
| 10Y | +221.3% | +141.9% | +79.4% | +108.4% |
| All | +14,280.4% | +2,552.4% | +11,728.0% | +3,562.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling