+544.2%
WMT vs INTU
+232.2%
+312.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | +2.0% | +0.1% | +2.0% | +2.0% |
| 30D | +10.3% | +10.1% | +0.2% | +8.5% |
| 3M | +11.0% | -4.2% | +15.1% | +11.5% |
| 6M | -2.3% | -7.2% | +4.9% | -2.0% |
| YTD | +15.7% | -47.7% | +63.4% | +27.1% |
| 1Y | +26.0% | -46.7% | +72.7% | +37.7% |
| 3Y | +136.5% | -34.1% | +170.6% | +144.0% |
| 5Y | +176.8% | -43.3% | +220.1% | +187.1% |
| All | +544.2% | +232.2% | +312.0% | +382.3% |
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