+14,729.7%
INTU vs WMB
+3,529.1%
+11,200.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.7% |
| 7D | +0.1% | -13.8% | +13.9% | +2.0% |
| 30D | +15.4% | -10.3% | +25.8% | +16.8% |
| 3M | +6.6% | -10.1% | +16.6% | +7.7% |
| 6M | -11.3% | -11.8% | +0.5% | -10.3% |
| YTD | -47.7% | +8.9% | -56.7% | -48.8% |
| 1Y | -47.0% | +14.0% | -61.0% | -48.5% |
| 3Y | -29.9% | +100.5% | -130.5% | -37.2% |
| 5Y | -42.2% | +179.5% | -221.7% | -50.5% |
| 10Y | +251.7% | +272.7% | -21.1% | +181.8% |
| All | +14,729.7% | +3,529.1% | +11,200.5% | +8,962.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling