+27.1%
BABA vs INTU
-37.9%
+65.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.4% | +4.6% | +1.5% |
| 7D | -4.8% | -7.1% | +2.3% | -4.3% |
| 30D | -11.9% | +1.5% | -13.3% | -12.1% |
| 3M | -9.3% | +10.7% | -19.9% | -10.2% |
| 6M | -14.2% | -23.8% | +9.6% | -12.6% |
| YTD | -22.0% | -49.3% | +27.3% | -15.1% |
| 1Y | -12.7% | -49.7% | +36.9% | -5.0% |
| All | +27.1% | -37.9% | +65.0% | +26.7% |
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