+112.7%
ADI vs INTU
-38.0%
+150.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +5.0% | +2.1% |
| 7D | +0.4% | -7.1% | +7.5% | +1.5% |
| 30D | -3.8% | +1.5% | -5.2% | -4.3% |
| 3M | -15.3% | +10.7% | -25.9% | -17.1% |
| 6M | +6.7% | -23.8% | +30.5% | +12.8% |
| YTD | +34.8% | -49.3% | +84.1% | +70.1% |
| 1Y | +49.0% | -49.7% | +98.7% | +88.2% |
| All | +112.7% | -38.0% | +150.8% | +131.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling