+211.0%
INTU vs WU
-40.9%
+251.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.2% |
| 7D | -8.5% | -4.9% | -3.5% | -6.7% |
| 30D | -6.1% | -1.3% | -4.8% | -5.6% |
| 3M | +7.3% | -3.6% | +10.9% | +7.4% |
| 6M | -33.2% | -24.3% | -8.9% | -26.9% |
| YTD | -52.2% | -21.1% | -31.1% | -48.4% |
| 1Y | -52.7% | -10.3% | -42.4% | -51.8% |
| 3Y | -41.6% | -28.4% | -13.3% | -36.9% |
| 5Y | -42.6% | -51.2% | +8.6% | -28.1% |
| 10Y | +211.0% | -39.6% | +250.7% | +224.8% |
| All | +211.0% | -40.9% | +251.9% | +224.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling