+114.3%
ADI vs INTU
-42.6%
+156.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.8% | +4.5% | +1.8% |
| 7D | -12.8% | +0.1% | -13.0% | -13.0% |
| 30D | -11.3% | +15.4% | -26.8% | -15.6% |
| 3M | -3.4% | +6.6% | -9.9% | -6.6% |
| 6M | -12.0% | -11.3% | -0.7% | -11.4% |
| YTD | +35.3% | -47.7% | +83.0% | +70.1% |
| 1Y | +58.1% | -47.0% | +105.1% | +97.1% |
| 3Y | +127.4% | -29.9% | +157.3% | +137.7% |
| All | +114.3% | -42.6% | +156.8% | +132.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling