+127.4%
ADBE vs INTU
+236.7%
-109.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -0.9% | -0.7% |
| 7D | -3.8% | -1.2% | -2.6% | -3.1% |
| 30D | -2.3% | +12.4% | -14.7% | -9.7% |
| 3M | -13.3% | +2.3% | -15.6% | -14.8% |
| 6M | -6.5% | -13.3% | +6.9% | +0.2% |
| YTD | -32.4% | -47.9% | +15.5% | +0.8% |
| 1Y | -28.0% | -47.2% | +19.1% | +6.1% |
| 3Y | -60.4% | -33.9% | -26.5% | -52.6% |
| 5Y | -63.4% | -41.3% | -22.1% | -53.7% |
| 10Y | +127.4% | +237.9% | -110.5% | -7.3% |
| All | +127.4% | +236.7% | -109.3% | -7.3% |
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