+113.2%
WDC vs INTU
-46.5%
+159.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.5% | -10.2% | -5.3% |
| 7D | -18.3% | +8.7% | -27.0% | -15.2% |
| 30D | -26.7% | +25.9% | -52.5% | -19.0% |
| 3M | -40.9% | +10.7% | -51.7% | -37.6% |
| 6M | -26.8% | -11.6% | -15.2% | -22.4% |
| YTD | +88.2% | -45.4% | +133.6% | +92.5% |
| 1Y | +113.2% | -45.2% | +158.4% | +118.3% |
| All | +113.2% | -46.5% | +159.7% | +118.3% |
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