+1,970.7%
INTU vs WTW
+1,174.9%
+795.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.1% | -1.2% | -2.5% |
| 7D | -7.1% | -2.6% | -4.5% | -6.1% |
| 30D | +1.5% | -1.0% | +2.4% | +1.9% |
| 3M | +10.7% | +29.9% | -19.3% | -0.7% |
| 6M | -23.8% | +10.7% | -34.5% | -27.4% |
| YTD | -49.3% | +2.6% | -51.9% | -50.5% |
| 1Y | -49.7% | +2.8% | -52.4% | -51.0% |
| 3Y | -38.0% | +67.3% | -105.3% | -51.3% |
| 5Y | -38.7% | +56.6% | -95.4% | -50.3% |
| 10Y | +221.3% | +204.1% | +17.3% | +103.5% |
| All | +1,970.7% | +1,174.9% | +795.8% | +735.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling