+611.3%
ADI vs INTU
+209.8%
+401.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +2.1% |
| 7D | +2.4% | -7.5% | +10.0% | +5.9% |
| 30D | -6.6% | -1.9% | -4.6% | -6.6% |
| 3M | -9.8% | +4.9% | -14.7% | -14.0% |
| 6M | +15.7% | -33.2% | +48.9% | +32.2% |
| YTD | +35.1% | -51.4% | +86.5% | +80.4% |
| 1Y | +47.7% | -52.0% | +99.7% | +97.8% |
| 3Y | +114.5% | -40.7% | +155.1% | +146.1% |
| 5Y | +141.2% | -41.7% | +183.0% | +165.5% |
| 10Y | +611.3% | +211.1% | +400.2% | +214.6% |
| All | +611.3% | +209.8% | +401.5% | +214.6% |
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