+243.1%
INTU vs WM
+339.4%
-96.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.1% | -1.7% | -2.4% |
| 7D | +0.1% | +1.2% | -1.1% | -0.6% |
| 30D | +15.4% | +13.1% | +2.4% | +6.8% |
| 3M | +6.6% | +3.6% | +3.0% | +4.3% |
| 6M | -11.3% | +8.1% | -19.4% | -15.5% |
| YTD | -47.7% | +8.9% | -56.6% | -50.7% |
| 1Y | -47.0% | +20.3% | -67.3% | -53.2% |
| 3Y | -29.9% | +46.2% | -76.1% | -47.6% |
| 5Y | -42.2% | +59.9% | -102.1% | -60.0% |
| All | +243.1% | +339.4% | -96.3% | +23.0% |
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