-29.9%
INTU vs WST
+19.1%
-49.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.9% | -5.6% | -3.9% |
| 7D | +0.1% | -3.1% | +3.2% | +0.3% |
| 30D | +15.4% | +9.1% | +6.3% | +14.7% |
| 3M | +6.6% | +14.7% | -8.1% | +5.4% |
| 6M | -11.3% | +28.0% | -39.3% | -13.1% |
| YTD | -47.7% | +45.6% | -93.4% | -49.6% |
| 1Y | -47.0% | +45.7% | -92.7% | -48.9% |
| 3Y | -29.9% | +21.1% | -51.0% | -36.4% |
| All | -29.9% | +19.1% | -49.0% | -36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling