-52.0%
INTU vs WWD
+40.3%
-92.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.0% | -2.1% | -4.7% |
| 7D | -7.5% | +0.8% | -8.3% | -7.3% |
| 30D | -1.9% | -6.4% | +4.5% | -3.6% |
| 3M | +4.9% | -5.6% | +10.5% | +3.5% |
| 6M | -33.2% | -9.1% | -24.1% | -34.0% |
| YTD | -51.4% | +12.5% | -63.9% | -50.9% |
| 1Y | -52.0% | +41.3% | -93.3% | -52.3% |
| All | -52.0% | +40.3% | -92.3% | -52.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling