+16.0%
BABA vs INTU
+221.9%
-205.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.4% | +4.6% | +2.4% |
| 7D | -4.8% | -7.1% | +2.3% | -2.4% |
| 30D | -11.9% | +1.5% | -13.3% | -12.8% |
| 3M | -9.3% | +10.7% | -19.9% | -13.4% |
| 6M | -14.2% | -23.8% | +9.6% | -9.1% |
| YTD | -22.0% | -49.3% | +27.3% | -3.7% |
| 1Y | -12.7% | -49.7% | +36.9% | +7.7% |
| 3Y | +26.7% | -38.0% | +64.7% | +36.1% |
| 5Y | -29.3% | -38.7% | +9.4% | -27.9% |
| All | +16.0% | +221.9% | -205.9% | -47.1% |
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 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