+3,088.2%
WMT vs INTU
+16,502.9%
-13,414.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -0.8% |
| 7D | +3.9% | -7.1% | +11.0% | +4.9% |
| 30D | -4.4% | +1.5% | -5.9% | -4.7% |
| 3M | -8.8% | +10.7% | -19.4% | -10.2% |
| 6M | -15.6% | -23.8% | +8.2% | -13.6% |
| YTD | -3.2% | -49.3% | +46.1% | +4.0% |
| 1Y | +7.0% | -49.7% | +56.7% | +14.9% |
| 3Y | +105.3% | -38.0% | +143.3% | +112.7% |
| 5Y | +129.3% | -38.7% | +168.0% | +133.4% |
| 10Y | +423.9% | +221.3% | +202.6% | +327.8% |
| All | +3,088.2% | +16,502.9% | -13,414.7% | +1,322.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling