+216.0%
INTU vs WING
+354.6%
-138.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.4% | -4.2% |
| 7D | -7.5% | -0.1% | -7.4% | -7.5% |
| 30D | -1.9% | -6.0% | +4.1% | -0.9% |
| 3M | +4.9% | -23.5% | +28.3% | +10.7% |
| 6M | -33.2% | -52.0% | +18.8% | -21.6% |
| YTD | -51.4% | -53.8% | +2.4% | -43.2% |
| 1Y | -52.0% | -63.8% | +11.8% | -40.8% |
| 3Y | -40.7% | -30.8% | -9.9% | -44.9% |
| 5Y | -41.7% | -34.3% | -7.4% | -48.9% |
| All | +216.0% | +354.6% | -138.6% | +92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling