+214.0%
ARM vs INTU
-27.0%
+241.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -0.5% | -12.6% | -13.0% |
| 7D | -27.1% | +7.1% | -34.3% | -28.0% |
| 30D | -44.9% | +23.0% | -67.9% | -47.2% |
| 3M | -39.3% | +8.7% | -48.0% | -40.9% |
| 6M | -20.2% | -10.1% | -10.1% | -19.4% |
| YTD | +52.5% | -45.7% | +98.2% | +112.0% |
| 1Y | +4.1% | -45.1% | +49.2% | +42.8% |
| All | +214.0% | -27.0% | +241.0% | +216.4% |
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