-47.7%
INTU vs WING
-33.3%
-14.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | -0.2% |
| 7D | -4.1% | -3.9% | -0.2% | -3.8% |
| 30D | +12.8% | +26.6% | -13.8% | +9.9% |
| 3M | +2.1% | +42.5% | -40.4% | -1.8% |
| 6M | -11.5% | +29.4% | -40.9% | -13.4% |
| YTD | -47.9% | -32.8% | -15.2% | -45.6% |
| 1Y | -47.7% | -33.5% | -14.2% | -45.4% |
| All | -47.7% | -33.3% | -14.4% | -45.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling