+14,671.9%
INTU vs WMB
+3,832.7%
+10,839.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.8% |
| 7D | -4.1% | +8.1% | -12.2% | -5.1% |
| 30D | +12.8% | -6.9% | +19.7% | +13.6% |
| 3M | +2.1% | -5.1% | +7.2% | +2.4% |
| 6M | -11.5% | -5.7% | -5.8% | -11.3% |
| YTD | -47.9% | +18.1% | -66.0% | -49.6% |
| 1Y | -47.7% | +18.4% | -66.1% | -49.4% |
| 3Y | -34.0% | +122.7% | -156.7% | -41.6% |
| 5Y | -43.5% | +202.0% | -245.6% | -52.2% |
| 10Y | +231.1% | +283.8% | -52.7% | +164.0% |
| All | +14,671.9% | +3,832.7% | +10,839.2% | +8,828.8% |
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