+71.6%
ADI vs INTU
-46.8%
+118.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.2% |
| 7D | -6.3% | -1.2% | -5.1% | -6.5% |
| 30D | -3.2% | +12.4% | -15.6% | -1.2% |
| 3M | +2.8% | +2.3% | +0.5% | +3.7% |
| 6M | -5.0% | -13.3% | +8.3% | -2.7% |
| YTD | +46.3% | -47.9% | +94.2% | +63.5% |
| 1Y | +71.6% | -47.2% | +118.8% | +91.1% |
| All | +71.6% | -46.8% | +118.5% | +91.1% |
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