+13,223.8%
INTU vs WWD
+14,812.3%
-1,588.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.9% | -5.9% | -2.1% |
| 7D | -3.9% | +4.2% | -8.1% | -5.1% |
| 30D | +11.7% | -0.8% | +12.5% | +11.5% |
| 3M | +4.5% | -8.2% | +12.7% | +5.9% |
| 6M | -13.9% | -9.8% | -4.0% | -13.2% |
| YTD | -48.2% | +10.4% | -58.6% | -51.3% |
| 1Y | -47.1% | +25.5% | -72.6% | -52.0% |
| 3Y | -32.5% | +155.8% | -188.3% | -49.8% |
| 5Y | -42.6% | +187.3% | -229.9% | -58.8% |
| 10Y | +235.3% | +462.7% | -227.4% | +93.4% |
| All | +13,223.8% | +14,812.3% | -1,588.5% | +4,242.3% |
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 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