+22.3%
BABA vs INTU
+358.3%
-336.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.8% |
| 7D | +8.6% | +7.1% | +1.4% | +6.1% |
| 30D | -1.1% | +23.0% | -24.1% | -8.2% |
| 3M | -15.9% | +8.7% | -24.6% | -19.2% |
| 6M | -17.5% | -10.1% | -7.4% | -17.3% |
| YTD | -25.6% | -45.7% | +20.1% | -10.7% |
| 1Y | -33.8% | -45.1% | +11.3% | -21.2% |
| 3Y | +34.6% | -26.9% | +61.5% | +34.7% |
| 5Y | -27.7% | -40.0% | +12.3% | -24.6% |
| 10Y | +17.7% | +265.4% | -247.7% | -49.5% |
| All | +22.3% | +358.3% | -336.0% | -52.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling