-52.7%
INTU vs WU
-11.2%
-41.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | -8.5% | -4.9% | -3.5% | -7.2% |
| 30D | -6.1% | -1.3% | -4.8% | -5.6% |
| 3M | +7.3% | -3.6% | +10.9% | +6.8% |
| 6M | -33.2% | -24.3% | -8.9% | -28.6% |
| YTD | -52.2% | -21.1% | -31.1% | -49.3% |
| 1Y | -52.7% | -10.3% | -42.4% | -51.4% |
| All | -52.7% | -11.2% | -41.4% | -51.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling