+23.6%
WMT vs INTU
-46.8%
+70.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.7% | -0.1% |
| 7D | +0.6% | -1.2% | +1.8% | +0.7% |
| 30D | +12.8% | +12.4% | +0.3% | +12.0% |
| 3M | +11.7% | +2.3% | +9.4% | +11.4% |
| 6M | -3.5% | -13.3% | +9.8% | -4.2% |
| YTD | +13.4% | -47.9% | +61.3% | +3.9% |
| 1Y | +23.6% | -47.2% | +70.8% | +14.0% |
| All | +23.6% | -46.8% | +70.5% | +14.0% |
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