+433.7%
WMT vs INTU
+209.2%
+224.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | 0.0% |
| 7D | -0.2% | -8.5% | +8.2% | +1.2% |
| 30D | -5.8% | -6.1% | +0.3% | -5.0% |
| 3M | -10.8% | +7.3% | -18.1% | -12.1% |
| 6M | -14.3% | -33.2% | +18.9% | -9.5% |
| YTD | -4.4% | -52.2% | +47.8% | +6.7% |
| 1Y | +4.3% | -52.7% | +57.0% | +16.5% |
| 3Y | +100.1% | -41.6% | +141.7% | +110.9% |
| 5Y | +130.8% | -42.6% | +173.5% | +136.8% |
| 10Y | +433.7% | +211.0% | +222.7% | +277.1% |
| All | +433.7% | +209.2% | +224.6% | +277.1% |
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