+209.1%
INTU vs WSM
+1,058.9%
-849.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | 0.0% |
| 7D | -9.2% | +0.4% | -9.6% | -9.3% |
| 30D | -7.0% | -10.7% | +3.7% | -4.5% |
| 3M | +10.5% | +8.5% | +2.1% | +8.1% |
| 6M | -30.6% | +19.6% | -50.2% | -34.4% |
| YTD | -52.3% | +26.6% | -78.9% | -55.8% |
| 1Y | -51.8% | +12.0% | -63.8% | -54.0% |
| 3Y | -41.8% | +226.6% | -268.5% | -61.6% |
| 5Y | -42.8% | +174.1% | -217.0% | -61.7% |
| All | +209.1% | +1,058.9% | -849.8% | +33.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling