+223.5%
C vs INTU
+247.3%
-23.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.8% | +4.3% | +1.8% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | -6.0% | +15.4% | -21.4% | -10.9% |
| 3M | -10.5% | +6.6% | -17.1% | -13.6% |
| 6M | -5.7% | -11.3% | +5.6% | -5.1% |
| YTD | +4.1% | -47.7% | +51.9% | +27.9% |
| 1Y | +20.5% | -47.0% | +67.5% | +46.9% |
| 3Y | +208.1% | -29.9% | +238.0% | +221.7% |
| 5Y | +110.4% | -42.2% | +152.6% | +127.0% |
| All | +223.5% | +247.3% | -23.8% | +71.6% |
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