+132.9%
WFC vs INTU
-37.9%
+170.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.2% | +1.3% |
| 7D | +3.8% | -7.1% | +10.9% | +4.8% |
| 30D | +1.5% | +1.5% | 0.0% | +1.1% |
| 3M | +10.9% | +10.7% | +0.2% | +8.8% |
| 6M | +8.4% | -23.8% | +32.3% | +12.6% |
| YTD | -1.9% | -49.3% | +47.4% | +13.4% |
| 1Y | +12.3% | -49.7% | +62.0% | +29.9% |
| All | +132.9% | -37.9% | +170.8% | +141.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling