-41.7%
INTU vs WU
-51.1%
+9.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.5% | -1.6% | -3.4% |
| 7D | -7.5% | -0.8% | -6.7% | -7.3% |
| 30D | -1.9% | -1.1% | -0.8% | -1.5% |
| 3M | +4.9% | -1.8% | +6.7% | +4.4% |
| 6M | -33.2% | -23.9% | -9.3% | -28.5% |
| YTD | -51.4% | -20.4% | -31.0% | -48.6% |
| 1Y | -52.0% | -10.6% | -41.4% | -51.1% |
| 3Y | -40.7% | -27.7% | -12.9% | -37.0% |
| 5Y | -41.7% | -51.1% | +9.4% | -33.2% |
| All | -41.7% | -51.1% | +9.4% | -33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling