+13,310.9%
INTU vs WWD
+14,867.0%
-1,556.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | -1.2% | +0.4% | -1.7% | -1.5% |
| 30D | +12.4% | -0.4% | +12.9% | +12.1% |
| 3M | +2.3% | -6.1% | +8.4% | +3.1% |
| 6M | -13.3% | -9.5% | -3.8% | -12.7% |
| YTD | -47.9% | +10.8% | -58.7% | -51.0% |
| 1Y | -47.2% | +23.5% | -70.7% | -51.9% |
| 3Y | -33.9% | +151.3% | -185.2% | -50.6% |
| 5Y | -41.3% | +187.8% | -229.2% | -57.9% |
| 10Y | +237.9% | +461.1% | -223.2% | +95.0% |
| All | +13,310.9% | +14,867.0% | -1,556.1% | +4,266.9% |
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