+236.7%
INTU vs WY
+5.0%
+231.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.3% |
| 7D | +0.1% | -0.8% | +0.9% | +0.4% |
| 30D | +10.1% | +10.1% | 0.0% | +5.7% |
| 3M | -4.2% | -15.4% | +11.2% | +2.8% |
| 6M | -7.2% | -8.3% | +1.1% | -4.7% |
| YTD | -47.7% | -9.8% | -37.9% | -46.7% |
| 1Y | -46.7% | -3.9% | -42.8% | -47.4% |
| 3Y | -34.1% | -23.3% | -10.7% | -30.0% |
| 5Y | -43.3% | -31.2% | -12.1% | -35.8% |
| All | +236.7% | +5.0% | +231.7% | +185.7% |
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