+16.0%
BABA vs INTU
+240.8%
-224.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.4% |
| 7D | -3.6% | -3.9% | +0.3% | -2.4% |
| 30D | -8.4% | +12.0% | -20.3% | -12.0% |
| 3M | -20.6% | +2.3% | -22.9% | -22.1% |
| 6M | -25.4% | -12.1% | -13.3% | -24.5% |
| YTD | -30.1% | -47.5% | +17.4% | -15.3% |
| 1Y | -36.3% | -46.9% | +10.6% | -23.4% |
| 3Y | +30.4% | -33.5% | +63.8% | +35.5% |
| 5Y | -35.7% | -41.2% | +5.5% | -33.0% |
| 10Y | +16.0% | +233.5% | -217.5% | -44.6% |
| All | +16.0% | +240.8% | -224.8% | -44.6% |
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