-34.1%
INTU vs WTW
+44.7%
-78.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.5% | -0.3% |
| 7D | +0.1% | +2.0% | -1.9% | -0.7% |
| 30D | +10.1% | +12.9% | -2.8% | +5.4% |
| 3M | -4.2% | +0.7% | -4.9% | -4.6% |
| 6M | -7.2% | +39.5% | -46.7% | -16.7% |
| YTD | -47.7% | +3.1% | -50.8% | -49.2% |
| 1Y | -46.7% | +4.8% | -51.5% | -48.5% |
| 3Y | -34.1% | +42.9% | -77.0% | -39.7% |
| All | -34.1% | +44.7% | -78.8% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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