+251.1%
ARM vs INTU
-33.5%
+284.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.2% | -2.7% |
| 7D | -10.4% | -1.2% | -9.1% | -10.3% |
| 30D | -31.8% | +12.4% | -44.3% | -33.6% |
| 3M | -32.2% | +2.3% | -34.5% | -33.2% |
| 6M | -14.9% | -13.3% | -1.6% | -13.3% |
| YTD | +66.0% | -47.9% | +113.9% | +132.0% |
| 1Y | +17.2% | -47.2% | +64.4% | +61.3% |
| All | +251.1% | -33.5% | +284.6% | +295.1% |
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