+233.5%
INTU vs WPM
+659.5%
-426.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.7% |
| 7D | -3.9% | +3.1% | -7.0% | -4.3% |
| 30D | +12.0% | -1.8% | +13.8% | +11.9% |
| 3M | +2.3% | +1.0% | +1.3% | +1.7% |
| 6M | -12.1% | -5.4% | -6.6% | -12.2% |
| YTD | -47.5% | +15.9% | -63.4% | -49.9% |
| 1Y | -46.9% | +30.8% | -77.7% | -50.3% |
| 3Y | -33.5% | +222.6% | -256.1% | -47.3% |
| 5Y | -41.2% | +227.4% | -268.6% | -54.3% |
| 10Y | +233.5% | +757.8% | -524.3% | +154.7% |
| All | +233.5% | +659.5% | -426.0% | +154.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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