+26.0%
C vs INTU
-46.5%
+72.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.5% | -1.8% | +1.7% |
| 7D | +1.1% | +8.7% | -7.6% | +1.1% |
| 30D | -2.4% | +25.9% | -28.3% | -2.4% |
| 3M | -8.4% | +10.7% | -19.1% | -8.4% |
| 6M | +0.3% | -11.6% | +11.9% | +1.8% |
| YTD | +9.1% | -45.4% | +54.5% | +19.1% |
| 1Y | +26.0% | -45.2% | +71.3% | +37.3% |
| All | +26.0% | -46.5% | +72.6% | +37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling