+417.4%
WDC vs INTU
-49.4%
+466.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.4% | +9.2% | +4.6% |
| 7D | +1.7% | -7.1% | +8.8% | -0.8% |
| 30D | -10.0% | +1.5% | -11.4% | -9.2% |
| 3M | -18.8% | +10.7% | -29.4% | -13.3% |
| 6M | +79.0% | -23.8% | +102.9% | +81.7% |
| YTD | +171.6% | -49.3% | +220.9% | +175.3% |
| 1Y | +417.4% | -49.7% | +467.0% | +428.0% |
| All | +417.4% | -49.4% | +466.8% | +428.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 1y: compounded portfolio wealth divided by compounded INTU 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…
1y analysis · Full analysis span regression · 6 months rolling