-38.4%
INTU vs WELL
+207.3%
-245.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.1% | -1.3% | -2.7% |
| 7D | -7.1% | -0.8% | -6.3% | -6.9% |
| 30D | +1.5% | -0.1% | +1.5% | +1.4% |
| 3M | +10.7% | +18.0% | -7.4% | +5.1% |
| 6M | -23.8% | +15.0% | -38.8% | -27.6% |
| YTD | -49.3% | +28.6% | -77.9% | -54.2% |
| 1Y | -49.7% | +42.9% | -92.6% | -56.7% |
| 3Y | -38.0% | +203.0% | -241.0% | -62.9% |
| All | -38.4% | +207.3% | -245.8% | -64.2% |
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