+1,585.0%
INTU vs WPM
+5,967.5%
-4,382.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.3% |
| 7D | -7.1% | +1.1% | -8.2% | -7.2% |
| 30D | +1.5% | +26.4% | -24.9% | -1.3% |
| 3M | +10.7% | +20.8% | -10.2% | +8.0% |
| 6M | -23.8% | +1.1% | -25.0% | -24.6% |
| YTD | -49.3% | +32.5% | -81.8% | -51.6% |
| 1Y | -49.7% | +51.5% | -101.2% | -52.9% |
| 3Y | -38.0% | +267.0% | -305.0% | -48.3% |
| 5Y | -38.7% | +250.1% | -288.9% | -49.0% |
| 10Y | +221.3% | +540.4% | -319.0% | +144.4% |
| All | +1,585.0% | +5,967.5% | -4,382.5% | +793.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling