+142.9%
WFC vs INTU
+247.3%
-104.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.3% | +0.7% |
| 7D | +1.2% | +0.1% | +1.1% | +1.2% |
| 30D | +5.2% | +15.4% | -10.2% | +0.4% |
| 3M | -3.0% | +6.6% | -9.6% | -5.7% |
| 6M | +6.2% | -11.3% | +17.5% | +7.1% |
| YTD | -7.9% | -47.7% | +39.8% | +10.7% |
| 1Y | +0.3% | -47.0% | +47.3% | +19.8% |
| 3Y | +117.7% | -29.9% | +147.7% | +126.1% |
| 5Y | +88.4% | -42.2% | +130.6% | +101.5% |
| All | +142.9% | +247.3% | -104.4% | +34.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling