+174.6%
ARM vs INTU
-35.6%
+210.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.8% | +8.5% | +5.4% |
| 7D | -15.2% | +0.1% | -15.3% | -15.4% |
| 30D | -40.7% | +15.4% | -56.1% | -42.7% |
| 3M | -39.1% | +6.6% | -45.7% | -40.8% |
| 6M | -26.4% | -11.3% | -15.1% | -26.3% |
| YTD | +59.7% | -47.7% | +107.5% | +124.3% |
| 1Y | +10.3% | -47.0% | +57.4% | +52.6% |
| 3Y | +228.9% | -29.9% | +258.8% | +227.4% |
| All | +174.6% | -35.6% | +210.2% | +199.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling