+7.0%
WMT vs INTU
-49.4%
+56.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -1.1% |
| 7D | +3.9% | -7.1% | +11.0% | +4.2% |
| 30D | -4.4% | +1.5% | -5.9% | -4.4% |
| 3M | -8.8% | +10.7% | -19.4% | -9.2% |
| 6M | -15.6% | -23.8% | +8.2% | -16.6% |
| YTD | -3.2% | -49.3% | +46.1% | -8.8% |
| 1Y | +7.0% | -49.7% | +56.7% | +1.2% |
| All | +7.0% | -49.4% | +56.5% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling