-38.4%
INTU vs WMB
+275.1%
-313.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -7.1% | +0.6% | -7.7% | -7.2% |
| 30D | +1.5% | +3.3% | -1.8% | +0.5% |
| 3M | +10.7% | +3.1% | +7.5% | +9.3% |
| 6M | -23.8% | -0.7% | -23.1% | -24.1% |
| YTD | -49.3% | +25.2% | -74.5% | -53.4% |
| 1Y | -49.7% | +32.9% | -82.5% | -54.9% |
| 3Y | -38.0% | +140.6% | -178.6% | -55.7% |
| All | -38.4% | +275.1% | -313.5% | -56.7% |
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