+235.2%
INTU vs WWD
+442.7%
-207.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.2% | -0.2% |
| 7D | -4.1% | +8.2% | -12.3% | -6.3% |
| 30D | +12.8% | -0.2% | +13.0% | +12.4% |
| 3M | +2.1% | -8.4% | +10.5% | +3.8% |
| 6M | -11.5% | -9.5% | -2.0% | -10.8% |
| YTD | -47.9% | +10.1% | -58.0% | -52.0% |
| 1Y | -47.7% | +21.6% | -69.2% | -53.7% |
| 3Y | -34.0% | +149.6% | -183.5% | -55.9% |
| 5Y | -43.5% | +191.3% | -234.8% | -65.0% |
| All | +235.2% | +442.7% | -207.5% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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