+132.1%
WFC vs INTU
+209.8%
-77.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.9% | -0.9% |
| 7D | +1.1% | -7.5% | +8.6% | +3.5% |
| 30D | +0.8% | -1.9% | +2.8% | +1.0% |
| 3M | +9.3% | +4.9% | +4.4% | +6.4% |
| 6M | +10.6% | -33.2% | +43.9% | +22.6% |
| YTD | -4.1% | -51.4% | +47.3% | +18.5% |
| 1Y | +13.6% | -52.0% | +65.6% | +40.6% |
| 3Y | +130.7% | -40.7% | +171.4% | +155.2% |
| 5Y | +126.7% | -41.7% | +168.4% | +139.2% |
| 10Y | +132.1% | +211.1% | -79.0% | +23.5% |
| All | +132.1% | +209.8% | -77.6% | +23.5% |
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