+223.4%
INTU vs WM
+306.5%
-83.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.1% | -2.6% |
| 7D | -7.1% | -0.3% | -6.8% | -6.9% |
| 30D | +1.5% | -2.4% | +3.8% | +2.9% |
| 3M | +10.7% | +0.4% | +10.2% | +10.3% |
| 6M | -23.8% | -9.5% | -14.4% | -19.1% |
| YTD | -49.3% | +0.5% | -49.8% | -49.7% |
| 1Y | -49.7% | -1.1% | -48.6% | -49.8% |
| 3Y | -38.0% | +46.0% | -84.0% | -54.1% |
| 5Y | -38.7% | +51.8% | -90.6% | -56.4% |
| All | +223.4% | +306.5% | -83.1% | +18.6% |
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