-42.2%
INTU vs WELL
+227.0%
-269.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.7% |
| 7D | +0.1% | +4.4% | -4.3% | -1.3% |
| 30D | +15.4% | +10.8% | +4.6% | +11.6% |
| 3M | +6.6% | +4.2% | +2.4% | +5.0% |
| 6M | -11.3% | +14.0% | -25.3% | -15.3% |
| YTD | -47.7% | +33.4% | -81.1% | -53.7% |
| 1Y | -47.0% | +32.4% | -79.4% | -53.1% |
| 3Y | -29.9% | +194.7% | -224.7% | -59.0% |
| All | -42.2% | +227.0% | -269.2% | -68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling