+243.1%
INTU vs WMB
+267.1%
-24.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.7% |
| 7D | +0.1% | -13.8% | +13.9% | +3.8% |
| 30D | +15.4% | -10.3% | +25.8% | +18.0% |
| 3M | +6.6% | -10.1% | +16.6% | +8.6% |
| 6M | -11.3% | -11.8% | +0.5% | -9.5% |
| YTD | -47.7% | +8.9% | -56.7% | -50.3% |
| 1Y | -47.0% | +14.0% | -61.0% | -50.4% |
| 3Y | -29.9% | +100.5% | -130.5% | -45.5% |
| 5Y | -42.2% | +179.5% | -221.7% | -59.5% |
| All | +243.1% | +267.1% | -24.0% | +106.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling