+211.1%
INTU vs WMB
+309.4%
-98.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.3% | -6.4% | -4.8% |
| 7D | -7.5% | +0.8% | -8.3% | -7.8% |
| 30D | -1.9% | +7.7% | -9.7% | -4.2% |
| 3M | +4.9% | +6.7% | -1.8% | +2.4% |
| 6M | -33.2% | +3.6% | -36.9% | -34.4% |
| YTD | -51.4% | +28.0% | -79.4% | -55.5% |
| 1Y | -52.0% | +37.6% | -89.6% | -57.1% |
| 3Y | -40.7% | +149.0% | -189.7% | -56.4% |
| 5Y | -41.7% | +285.3% | -327.0% | -62.6% |
| 10Y | +211.1% | +302.1% | -90.9% | +81.4% |
| All | +211.1% | +309.4% | -98.3% | +81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WMB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling