-40.7%
INTU vs WELL
+204.7%
-245.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.6% | -4.2% |
| 7D | -7.5% | -1.3% | -6.2% | -7.4% |
| 30D | -1.9% | +0.5% | -2.5% | -2.0% |
| 3M | +4.9% | +19.1% | -14.2% | +3.3% |
| 6M | -33.2% | +17.0% | -50.2% | -34.4% |
| YTD | -51.4% | +29.2% | -80.6% | -53.8% |
| 1Y | -52.0% | +42.1% | -94.1% | -56.0% |
| 3Y | -40.7% | +204.5% | -245.2% | -59.6% |
| All | -40.7% | +204.7% | -245.4% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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