-34.1%
INTU vs WWD
+148.2%
-182.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.1% | +0.5% |
| 7D | +0.1% | +4.0% | -3.9% | 0.0% |
| 30D | +10.1% | +0.4% | +9.7% | +10.1% |
| 3M | -4.2% | -7.9% | +3.7% | -4.0% |
| 6M | -7.2% | -10.6% | +3.4% | -7.3% |
| YTD | -47.7% | +9.4% | -57.1% | -50.5% |
| 1Y | -46.7% | +25.7% | -72.4% | -51.7% |
| 3Y | -34.1% | +148.5% | -182.6% | -50.2% |
| All | -34.1% | +148.2% | -182.2% | -50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling