-45.2%
INTU vs WSM
+44.0%
-89.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.5% | -3.0% | +3.8% |
| 7D | +8.7% | +8.0% | +0.7% | +9.1% |
| 30D | +25.9% | +13.5% | +12.4% | +27.2% |
| 3M | +10.7% | +8.8% | +1.9% | +10.9% |
| 6M | -11.6% | +54.7% | -66.3% | -3.6% |
| YTD | -45.4% | +53.3% | -98.7% | -40.0% |
| 1Y | -45.2% | +41.1% | -86.3% | -39.2% |
| All | -45.2% | +44.0% | -89.2% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling