+712.3%
WDC vs INTU
-29.7%
+742.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.8% | +2.3% | -1.6% |
| 7D | -28.0% | +0.1% | -28.1% | -27.9% |
| 30D | -34.9% | +15.4% | -50.4% | -34.6% |
| 3M | -41.6% | +6.6% | -48.1% | -41.5% |
| 6M | -45.4% | -11.3% | -34.1% | -43.7% |
| YTD | +53.3% | -47.7% | +101.0% | +88.3% |
| 1Y | +61.5% | -47.0% | +108.6% | +97.0% |
| 3Y | +712.3% | -29.9% | +742.3% | +774.0% |
| All | +712.3% | -29.7% | +742.1% | +774.0% |
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 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