-34.1%
INTU vs WELL
+204.0%
-238.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | +0.1% | +0.1% | -0.1% | 0.0% |
| 30D | +10.1% | +5.7% | +4.4% | +9.4% |
| 3M | -4.2% | +4.6% | -8.8% | -4.7% |
| 6M | -7.2% | +11.9% | -19.1% | -7.7% |
| YTD | -47.7% | +33.6% | -81.3% | -50.2% |
| 1Y | -46.7% | +29.8% | -76.5% | -48.8% |
| 3Y | -34.1% | +202.2% | -236.2% | -54.7% |
| All | -34.1% | +204.0% | -238.1% | -54.7% |
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