+815.8%
WDC vs INTU
-33.5%
+849.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | +0.1% | -0.7% |
| 7D | +16.3% | -4.1% | +20.4% | +16.1% |
| 30D | -18.3% | +12.8% | -31.1% | -17.9% |
| 3M | -31.4% | +2.1% | -33.5% | -31.4% |
| 6M | -36.3% | -11.5% | -24.8% | -34.3% |
| YTD | +80.8% | -47.9% | +128.8% | +122.5% |
| 1Y | +87.7% | -47.7% | +135.4% | +130.4% |
| All | +815.8% | -33.5% | +849.3% | +859.1% |
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