-41.7%
INTU vs WPM
+261.1%
-302.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.2% | -4.1% |
| 7D | -7.5% | +7.0% | -14.6% | -8.3% |
| 30D | -1.9% | +15.7% | -17.7% | -3.7% |
| 3M | +4.9% | +35.2% | -30.4% | +0.9% |
| 6M | -33.2% | +6.1% | -39.3% | -33.9% |
| YTD | -51.4% | +32.6% | -84.0% | -54.5% |
| 1Y | -52.0% | +46.9% | -98.9% | -56.3% |
| 3Y | -40.7% | +276.3% | -317.0% | -58.2% |
| 5Y | -41.7% | +260.0% | -301.7% | -61.4% |
| All | -41.7% | +261.1% | -302.8% | -61.4% |
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