+1,245.5%
WDC vs INTU
+209.8%
+1,035.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.1% | +6.3% | +3.8% |
| 7D | +6.0% | -7.5% | +13.5% | +9.2% |
| 30D | +9.9% | -1.9% | +11.9% | +9.6% |
| 3M | -9.4% | +4.9% | -14.2% | -14.4% |
| 6M | +94.7% | -33.2% | +127.9% | +118.5% |
| YTD | +177.4% | -51.4% | +228.8% | +262.6% |
| 1Y | +412.6% | -52.0% | +464.6% | +572.5% |
| 3Y | +1,359.8% | -40.7% | +1,400.5% | +1,528.2% |
| 5Y | +992.6% | -41.7% | +1,034.3% | +1,046.7% |
| 10Y | +1,245.5% | +211.1% | +1,034.4% | +381.0% |
| All | +1,245.5% | +209.8% | +1,035.7% | +381.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling