-47.5%
INTU vs WST
+52.7%
-100.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.3% | -4.3% | -0.9% |
| 7D | -3.9% | +1.3% | -5.2% | -3.9% |
| 30D | +11.7% | +12.9% | -1.1% | +11.7% |
| 3M | +4.5% | +16.7% | -12.2% | +4.3% |
| 6M | -13.9% | +26.8% | -40.7% | -13.8% |
| YTD | -48.2% | +50.5% | -98.7% | -50.3% |
| All | -47.5% | +52.7% | -100.2% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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