+14,779.2%
INTU vs WY
+302.9%
+14,476.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -3.9% | -5.1% | +1.1% | -2.1% |
| 30D | +12.0% | +9.0% | +2.9% | +8.5% |
| 3M | +2.3% | -16.7% | +19.0% | +9.3% |
| 6M | -12.1% | -10.3% | -1.8% | -9.2% |
| YTD | -47.5% | -10.5% | -37.0% | -46.4% |
| 1Y | -46.9% | -5.9% | -41.0% | -46.8% |
| 3Y | -33.5% | -24.7% | -8.8% | -29.2% |
| 5Y | -41.2% | -31.5% | -9.7% | -34.6% |
| 10Y | +233.5% | +4.7% | +228.8% | +196.3% |
| All | +14,779.2% | +302.9% | +14,476.3% | +6,835.0% |
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