+17.1%
BABA vs INTU
+247.3%
-230.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.8% | +5.0% | +2.5% |
| 7D | +11.6% | +0.1% | +11.5% | +11.6% |
| 30D | +2.3% | +15.4% | -13.1% | -2.8% |
| 3M | -13.7% | +6.6% | -20.3% | -16.4% |
| 6M | -21.9% | -11.3% | -10.6% | -21.3% |
| YTD | -24.6% | -47.7% | +23.1% | -8.6% |
| 1Y | -34.1% | -47.0% | +12.9% | -20.7% |
| 3Y | +36.3% | -29.9% | +66.2% | +38.0% |
| 5Y | -26.7% | -42.2% | +15.5% | -23.1% |
| All | +17.1% | +247.3% | -230.2% | -43.3% |
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