+653.4%
WDC vs INTU
+251.7%
+401.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.0% | +10.8% | +10.2% |
| 7D | -14.4% | -3.9% | -10.5% | -13.2% |
| 30D | -27.1% | +11.7% | -38.8% | -30.9% |
| 3M | -33.3% | +4.5% | -37.7% | -36.1% |
| 6M | -39.6% | -13.9% | -25.7% | -39.9% |
| YTD | +68.4% | -48.2% | +116.6% | +111.4% |
| 1Y | +78.2% | -47.1% | +125.3% | +120.7% |
| 3Y | +772.0% | -32.5% | +804.5% | +799.4% |
| 5Y | +584.9% | -42.6% | +627.5% | +635.3% |
| 10Y | +653.4% | +235.3% | +418.2% | +169.3% |
| All | +653.4% | +251.7% | +401.8% | +169.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling