+79.3%
ADI vs INTU
-46.5%
+125.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.5% | -6.7% | -2.6% |
| 7D | -5.1% | +8.7% | -13.8% | -3.7% |
| 30D | -3.1% | +25.9% | -28.9% | +0.7% |
| 3M | +7.1% | +10.7% | -3.6% | +9.5% |
| 6M | +2.9% | -11.6% | +14.5% | +6.1% |
| YTD | +51.1% | -45.4% | +96.5% | +70.3% |
| 1Y | +79.3% | -45.2% | +124.6% | +102.4% |
| All | +79.3% | -46.5% | +125.8% | +102.4% |
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