+117.9%
WFC vs INTU
+240.8%
-122.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.2% |
| 7D | -1.3% | -3.9% | +2.6% | -0.1% |
| 30D | +3.6% | +12.0% | -8.4% | -0.2% |
| 3M | -1.3% | +2.3% | -3.6% | -2.8% |
| 6M | +18.0% | -12.1% | +30.1% | +19.4% |
| YTD | -5.9% | -47.5% | +41.7% | +13.0% |
| 1Y | +1.8% | -46.9% | +48.7% | +21.5% |
| 3Y | +125.0% | -33.5% | +158.5% | +138.7% |
| 5Y | +92.0% | -41.2% | +133.2% | +103.9% |
| 10Y | +117.9% | +233.5% | -115.6% | +18.9% |
| All | +117.9% | +240.8% | -122.9% | +18.9% |
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