+567.0%
WDC vs INTU
-43.4%
+610.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.4% | -5.4% | -5.1% |
| 7D | +12.1% | +0.1% | +12.0% | +12.1% |
| 30D | -18.8% | +10.1% | -28.9% | -20.7% |
| 3M | -39.3% | -4.2% | -35.1% | -39.4% |
| 6M | -40.1% | -7.2% | -32.9% | -40.8% |
| YTD | +71.8% | -47.7% | +119.5% | +110.2% |
| 1Y | +88.5% | -46.7% | +135.2% | +128.3% |
| 3Y | +770.0% | -34.1% | +804.1% | +822.9% |
| All | +567.0% | -43.4% | +610.4% | +571.6% |
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 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