+249.6%
ALAB vs INTU
-45.4%
+295.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | -1.0% | +14.7% | +13.7% |
| 7D | -5.6% | -3.9% | -1.6% | -5.7% |
| 30D | -36.6% | +11.7% | -48.3% | -36.8% |
| 3M | -35.1% | +4.5% | -39.6% | -35.3% |
| 6M | +8.5% | -13.9% | +22.4% | +12.9% |
| YTD | +30.4% | -48.2% | +78.6% | +75.1% |
| 1Y | +31.0% | -47.1% | +78.2% | +73.2% |
| All | +249.6% | -45.4% | +295.0% | +309.4% |
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