+237.9%
INTU vs WM
+329.9%
-92.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.3% | +0.4% |
| 7D | -1.2% | +1.2% | -2.4% | -1.9% |
| 30D | +12.4% | +13.7% | -1.2% | +3.7% |
| 3M | +2.3% | +5.2% | -2.9% | -0.9% |
| 6M | -13.3% | +11.2% | -24.5% | -18.9% |
| YTD | -47.9% | +9.4% | -57.3% | -51.0% |
| 1Y | -47.2% | +20.4% | -67.5% | -53.4% |
| 3Y | -33.9% | +44.7% | -78.6% | -50.2% |
| 5Y | -41.3% | +58.5% | -99.8% | -59.1% |
| 10Y | +237.9% | +326.4% | -88.5% | +21.0% |
| All | +237.9% | +329.9% | -92.0% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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