+14,280.4%
INTU vs WM
+2,784.0%
+11,496.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.1% | -3.0% |
| 7D | -7.1% | -0.3% | -6.8% | -7.0% |
| 30D | +1.5% | -2.4% | +3.8% | +2.2% |
| 3M | +10.7% | +0.4% | +10.2% | +10.5% |
| 6M | -23.8% | -9.5% | -14.4% | -21.5% |
| YTD | -49.3% | +0.5% | -49.8% | -49.4% |
| 1Y | -49.7% | -1.1% | -48.6% | -49.6% |
| 3Y | -38.0% | +46.0% | -84.0% | -45.5% |
| 5Y | -38.7% | +51.8% | -90.6% | -46.7% |
| 10Y | +221.3% | +307.5% | -86.2% | +113.1% |
| All | +14,280.4% | +2,784.0% | +11,496.5% | +6,419.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling