+19,309.0%
ADI vs INTU
+17,021.5%
+2,287.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.8% | +4.5% | +2.0% |
| 7D | -12.8% | +0.1% | -13.0% | -13.0% |
| 30D | -11.3% | +15.4% | -26.8% | -16.1% |
| 3M | -3.4% | +6.6% | -9.9% | -7.0% |
| 6M | -12.0% | -11.3% | -0.7% | -12.6% |
| YTD | +35.3% | -47.7% | +83.0% | +57.8% |
| 1Y | +58.1% | -47.0% | +105.1% | +83.3% |
| 3Y | +127.4% | -29.9% | +157.3% | +136.3% |
| 5Y | +114.6% | -42.2% | +156.8% | +133.9% |
| 10Y | +589.3% | +251.7% | +337.7% | +310.9% |
| All | +19,309.0% | +17,021.5% | +2,287.5% | +3,033.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling