+1,359.3%
WDC vs INTU
-40.9%
+1,400.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.1% | +6.2% | +2.1% |
| 7D | +6.0% | -7.5% | +13.5% | +6.0% |
| 30D | +9.9% | -1.9% | +11.8% | +9.6% |
| 3M | -9.4% | +4.9% | -14.3% | -9.4% |
| 6M | +94.7% | -33.2% | +127.9% | +111.1% |
| YTD | +177.3% | -51.4% | +228.7% | +239.8% |
| 1Y | +412.4% | -52.0% | +464.4% | +530.0% |
| 3Y | +1,359.3% | -40.7% | +1,400.0% | +1,448.6% |
| All | +1,359.3% | -40.9% | +1,400.2% | +1,448.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling