+248.8%
INTU vs WING
+405.9%
-157.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.1% |
| 7D | -7.1% | -3.9% | -3.2% | -6.3% |
| 30D | +1.5% | -11.6% | +13.0% | +4.0% |
| 3M | +10.7% | -24.2% | +34.9% | +17.0% |
| 6M | -23.8% | -54.1% | +30.2% | -10.1% |
| YTD | -49.3% | -53.9% | +4.6% | -41.0% |
| 1Y | -49.7% | -64.4% | +14.7% | -38.0% |
| 3Y | -38.0% | -30.2% | -7.8% | -41.9% |
| 5Y | -38.7% | -34.1% | -4.6% | -45.3% |
| 10Y | +221.3% | +342.1% | -120.8% | +90.9% |
| All | +248.8% | +405.9% | -157.0% | +95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling