+14,280.4%
INTU vs WSM
+59,049.1%
-44,768.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.1% | -5.5% | -3.8% |
| 7D | -7.1% | -3.3% | -3.8% | -6.5% |
| 30D | +1.5% | -8.4% | +9.8% | +3.2% |
| 3M | +10.7% | +9.7% | +1.0% | +8.4% |
| 6M | -23.8% | +16.7% | -40.5% | -26.9% |
| YTD | -49.3% | +28.7% | -78.0% | -52.4% |
| 1Y | -49.7% | +13.7% | -63.3% | -51.7% |
| 3Y | -38.0% | +230.1% | -268.1% | -53.9% |
| 5Y | -38.7% | +179.0% | -217.7% | -53.6% |
| 10Y | +221.3% | +1,002.5% | -781.2% | +75.4% |
| All | +14,280.4% | +59,049.1% | -44,768.6% | +3,290.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling