-42.6%
INTU vs WPM
+266.6%
-309.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.6% | -6.6% | -1.6% |
| 7D | -3.9% | +20.8% | -24.7% | -6.0% |
| 30D | +11.7% | +3.8% | +7.9% | +11.0% |
| 3M | +4.5% | +7.4% | -2.9% | +3.2% |
| 6M | -13.9% | +4.0% | -17.8% | -14.8% |
| YTD | -48.2% | +23.0% | -71.2% | -51.3% |
| 1Y | -47.1% | +45.9% | -93.1% | -52.2% |
| 3Y | -32.5% | +242.9% | -275.4% | -52.2% |
| 5Y | -42.6% | +259.5% | -302.1% | -60.0% |
| All | -42.6% | +266.6% | -309.1% | -60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling