+293.4%
C vs INTU
+221.9%
+71.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.9% |
| 7D | +3.6% | -7.1% | +10.7% | +6.3% |
| 30D | +0.1% | +1.5% | -1.4% | -0.9% |
| 3M | +2.4% | +10.7% | -8.2% | -2.7% |
| 6M | +24.9% | -23.8% | +48.8% | +32.8% |
| YTD | +19.8% | -49.3% | +69.1% | +49.8% |
| 1Y | +44.9% | -49.7% | +94.5% | +81.3% |
| 3Y | +263.0% | -38.0% | +301.0% | +301.6% |
| 5Y | +129.5% | -38.7% | +168.3% | +138.8% |
| All | +293.4% | +221.9% | +71.6% | +94.8% |
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