+928.6%
WDC vs INTU
-38.8%
+967.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.4% | +9.2% | +6.6% |
| 7D | +1.7% | -7.1% | +8.8% | +3.3% |
| 30D | -10.0% | +1.5% | -11.4% | -10.7% |
| 3M | -18.8% | +10.7% | -29.4% | -22.0% |
| 6M | +79.0% | -23.8% | +102.9% | +87.5% |
| YTD | +171.6% | -49.3% | +220.9% | +235.2% |
| 1Y | +417.4% | -49.7% | +467.0% | +539.1% |
| 3Y | +1,251.8% | -38.0% | +1,289.8% | +1,371.4% |
| All | +928.6% | -38.8% | +967.4% | +918.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling