+144.4%
ADI vs INTU
-33.2%
+177.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -2.8% |
| 7D | +9.5% | +0.1% | +9.4% | +9.5% |
| 30D | -1.4% | +10.1% | -11.5% | -2.6% |
| 3M | +4.7% | -4.2% | +8.9% | +5.1% |
| 6M | -7.4% | -7.2% | -0.2% | -6.4% |
| YTD | +48.1% | -47.7% | +95.7% | +85.3% |
| 1Y | +69.6% | -46.7% | +116.3% | +109.9% |
| 3Y | +144.4% | -34.1% | +178.4% | +152.7% |
| All | +144.4% | -33.2% | +177.6% | +152.7% |
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