-42.6%
INTU vs WY
-20.4%
-22.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.4% |
| 7D | -8.5% | -1.7% | -6.8% | -7.8% |
| 30D | -6.1% | -9.9% | +3.7% | -2.1% |
| 3M | +7.3% | -7.5% | +14.8% | +10.5% |
| 6M | -33.2% | -5.1% | -28.1% | -32.6% |
| YTD | -52.2% | -2.1% | -50.1% | -53.1% |
| 1Y | -52.7% | -7.3% | -45.3% | -52.4% |
| 3Y | -41.6% | -22.6% | -19.0% | -37.7% |
| 5Y | -42.6% | -19.8% | -22.9% | -33.8% |
| All | -42.6% | -20.4% | -22.2% | -33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling