+12,945.1%
INTU vs WWD
+15,408.5%
-2,463.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.4% | -3.6% |
| 7D | -7.1% | +1.3% | -8.4% | -7.4% |
| 30D | +1.5% | -7.2% | +8.6% | +3.1% |
| 3M | +10.7% | -3.8% | +14.5% | +10.7% |
| 6M | -23.8% | -9.9% | -13.9% | -23.4% |
| YTD | -49.3% | +14.8% | -64.1% | -52.5% |
| 1Y | -49.7% | +42.1% | -91.7% | -55.6% |
| 3Y | -38.0% | +170.8% | -208.8% | -54.3% |
| 5Y | -38.7% | +197.5% | -236.2% | -56.3% |
| 10Y | +221.3% | +477.8% | -256.5% | +84.9% |
| All | +12,945.1% | +15,408.5% | -2,463.4% | +4,132.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling