-29.9%
INTU vs WING
-19.7%
-10.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.3% | -3.6% |
| 7D | +0.1% | +9.0% | -8.9% | -0.9% |
| 30D | +15.4% | +39.9% | -24.5% | +11.0% |
| 3M | +6.6% | +40.4% | -33.8% | +2.1% |
| 6M | -11.3% | +12.9% | -24.2% | -13.2% |
| YTD | -47.7% | -31.1% | -16.6% | -46.3% |
| 1Y | -47.0% | -32.7% | -14.3% | -45.5% |
| 3Y | -29.9% | -19.8% | -10.1% | -41.9% |
| All | -29.9% | -19.7% | -10.2% | -41.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling