+217.8%
INTU vs WY
+7.6%
+210.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.7% |
| 7D | -3.3% | -4.2% | +0.8% | -1.6% |
| 30D | -3.9% | -10.1% | +6.2% | +0.5% |
| 3M | +16.6% | -8.5% | +25.1% | +20.8% |
| 6M | -26.4% | -3.3% | -23.1% | -26.4% |
| YTD | -51.0% | -4.4% | -46.6% | -51.2% |
| 1Y | -50.8% | -11.5% | -39.3% | -49.4% |
| 3Y | -40.1% | -24.3% | -15.7% | -35.7% |
| 5Y | -41.2% | -21.3% | -19.9% | -37.5% |
| All | +217.8% | +7.6% | +210.2% | +163.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 10y: compounded portfolio wealth divided by compounded WY 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…
10y analysis · Full analysis span regression · 6 months rolling