+14,671.9%
INTU vs WY
+299.2%
+14,372.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.4% |
| 7D | -4.1% | -5.4% | +1.3% | -2.2% |
| 30D | +12.8% | +7.9% | +5.0% | +9.8% |
| 3M | +2.1% | -16.6% | +18.7% | +9.1% |
| 6M | -11.5% | -11.2% | -0.3% | -8.2% |
| YTD | -47.9% | -11.3% | -36.6% | -46.6% |
| 1Y | -47.7% | -5.5% | -42.1% | -47.7% |
| 3Y | -34.0% | -25.4% | -8.5% | -29.5% |
| 5Y | -43.5% | -32.4% | -11.2% | -36.8% |
| 10Y | +231.1% | +3.8% | +227.3% | +195.2% |
| All | +14,671.9% | +299.2% | +14,372.7% | +6,808.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling