+14,280.4%
INTU vs WST
+9,603.3%
+4,677.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -3.1% |
| 7D | -7.1% | +0.7% | -7.8% | -7.3% |
| 30D | +1.5% | -3.1% | +4.6% | +2.6% |
| 3M | +10.7% | +7.2% | +3.5% | +7.4% |
| 6M | -23.8% | +36.8% | -60.7% | -33.5% |
| YTD | -49.3% | +23.8% | -73.2% | -54.2% |
| 1Y | -49.7% | +37.8% | -87.4% | -56.6% |
| 3Y | -38.0% | -15.9% | -22.1% | -41.8% |
| 5Y | -38.7% | -25.8% | -12.9% | -40.4% |
| 10Y | +221.3% | +319.6% | -98.3% | +52.9% |
| All | +14,280.4% | +9,603.3% | +4,677.1% | +2,114.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling