+10,652.9%
WDC vs INTU
+17,021.5%
-6,368.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.8% | +2.3% | -0.4% |
| 7D | -28.0% | +0.1% | -28.1% | -28.1% |
| 30D | -34.9% | +15.4% | -50.4% | -38.0% |
| 3M | -41.6% | +6.6% | -48.1% | -43.6% |
| 6M | -45.4% | -11.3% | -34.1% | -46.4% |
| YTD | +53.3% | -47.7% | +101.0% | +72.4% |
| 1Y | +61.5% | -47.0% | +108.6% | +80.9% |
| 3Y | +712.3% | -29.9% | +742.3% | +728.4% |
| 5Y | +524.2% | -42.2% | +566.4% | +562.1% |
| 10Y | +616.5% | +251.7% | +364.9% | +362.9% |
| All | +10,652.9% | +17,021.5% | -6,368.6% | +1,883.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling