+156.4%
ADBE vs INTU
+209.2%
-52.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.6% | +0.1% |
| 7D | -8.9% | -8.5% | -0.5% | -3.3% |
| 30D | -6.6% | -6.1% | -0.5% | -2.7% |
| 3M | +7.1% | +7.3% | -0.2% | +2.4% |
| 6M | -9.8% | -33.2% | +23.5% | +14.9% |
| YTD | -27.2% | -52.2% | +25.0% | +15.2% |
| 1Y | -28.0% | -52.7% | +24.7% | +14.5% |
| 3Y | -54.5% | -41.6% | -12.9% | -40.6% |
| 5Y | -61.5% | -42.6% | -18.8% | -50.7% |
| 10Y | +156.4% | +211.0% | -54.6% | +5.0% |
| All | +156.4% | +209.2% | -52.7% | +5.0% |
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 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