+236.7%
INTU vs WING
+620.3%
-383.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | +0.1% | -2.5% | +2.6% | +0.5% |
| 30D | +10.1% | +29.5% | -19.5% | +2.9% |
| 3M | -4.2% | +40.2% | -44.4% | -12.9% |
| 6M | -7.2% | +32.7% | -39.9% | -15.4% |
| YTD | -47.7% | -32.8% | -14.9% | -44.7% |
| 1Y | -46.7% | -31.7% | -15.0% | -44.1% |
| 3Y | -34.1% | -24.7% | -9.3% | -38.9% |
| 5Y | -43.3% | -0.5% | -42.8% | -55.4% |
| All | +236.7% | +620.3% | -383.5% | +86.3% |
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