-43.2%
INTU vs WMB
+200.5%
-243.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +1.0% | +0.6% |
| 7D | +0.1% | +7.8% | -7.8% | -1.5% |
| 30D | +10.1% | -5.1% | +15.2% | +10.8% |
| 3M | -4.2% | -4.7% | +0.5% | -3.9% |
| 6M | -7.2% | -7.4% | +0.2% | -6.5% |
| YTD | -47.7% | +17.5% | -65.2% | -51.8% |
| 1Y | -46.7% | +19.5% | -66.2% | -51.2% |
| 3Y | -34.1% | +121.3% | -155.3% | -53.6% |
| All | -43.2% | +200.5% | -243.7% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling