+207.2%
C vs INTU
+230.7%
-23.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | +4.7% | -4.1% | +8.9% | +6.2% |
| 30D | +0.2% | +12.8% | -12.7% | -4.4% |
| 3M | -9.3% | +2.1% | -11.4% | -11.0% |
| 6M | -0.8% | -11.5% | +10.6% | -0.1% |
| YTD | +8.5% | -47.9% | +56.4% | +33.5% |
| 1Y | +23.1% | -47.7% | +70.8% | +50.9% |
| 3Y | +220.8% | -34.0% | +254.7% | +244.1% |
| 5Y | +112.4% | -43.5% | +155.9% | +132.0% |
| All | +207.2% | +230.7% | -23.6% | +54.0% |
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