+4.3%
WMT vs INTU
-52.6%
+56.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.1% |
| 7D | -0.2% | -8.5% | +8.2% | +0.1% |
| 30D | -5.8% | -6.1% | +0.3% | -5.6% |
| 3M | -10.8% | +7.3% | -18.1% | -11.0% |
| 6M | -14.3% | -33.2% | +18.9% | -15.8% |
| YTD | -4.4% | -52.2% | +47.8% | -9.6% |
| 1Y | +4.3% | -52.7% | +57.0% | -1.0% |
| All | +4.3% | -52.6% | +56.9% | -1.0% |
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