+25.8%
C vs INTU
-46.8%
+72.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +0.9% | +1.6% |
| 7D | -0.4% | -3.9% | +3.5% | -0.4% |
| 30D | -5.3% | +12.0% | -17.3% | -5.3% |
| 3M | -8.0% | +2.3% | -10.3% | -8.0% |
| 6M | -0.3% | -12.1% | +11.8% | +1.0% |
| YTD | +8.6% | -47.5% | +56.2% | +18.8% |
| 1Y | +25.8% | -46.9% | +72.7% | +36.9% |
| All | +25.8% | -46.8% | +72.6% | +36.9% |
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