+235.3%
INTU vs WMB
+267.9%
-32.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -1.9% |
| 7D | -3.9% | -6.7% | +2.7% | -2.4% |
| 30D | +11.7% | -8.6% | +20.3% | +13.7% |
| 3M | +4.5% | -4.9% | +9.4% | +4.8% |
| 6M | -13.9% | -6.3% | -7.6% | -13.6% |
| YTD | -48.2% | +13.0% | -61.2% | -51.3% |
| 1Y | -47.1% | +14.9% | -62.1% | -50.5% |
| 3Y | -32.5% | +113.4% | -145.9% | -48.5% |
| 5Y | -42.6% | +190.2% | -232.7% | -60.2% |
| 10Y | +235.3% | +259.9% | -24.6% | +98.6% |
| All | +235.3% | +267.9% | -32.6% | +98.6% |
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