+3,377.2%
WFC vs INTU
+16,502.9%
-13,125.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.2% | +1.5% |
| 7D | +3.8% | -7.1% | +10.9% | +5.1% |
| 30D | +1.5% | +1.5% | 0.0% | +1.0% |
| 3M | +10.9% | +10.7% | +0.2% | +8.1% |
| 6M | +8.4% | -23.8% | +32.3% | +11.8% |
| YTD | -1.9% | -49.3% | +47.4% | +8.8% |
| 1Y | +12.3% | -49.7% | +62.0% | +24.6% |
| 3Y | +132.3% | -38.0% | +170.3% | +145.3% |
| 5Y | +130.1% | -38.7% | +168.8% | +138.7% |
| 10Y | +134.4% | +221.3% | -86.9% | +82.0% |
| All | +3,377.2% | +16,502.9% | -13,125.7% | +1,531.5% |
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 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