+206.6%
C vs INTU
-27.0%
+233.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -5.0% |
| 7D | -5.3% | +7.1% | -12.4% | -6.2% |
| 30D | -7.3% | +23.0% | -30.3% | -10.2% |
| 3M | -13.5% | +8.7% | -22.2% | -14.9% |
| 6M | -6.5% | -10.1% | +3.6% | -5.1% |
| YTD | +3.6% | -45.7% | +49.3% | +21.6% |
| 1Y | +18.9% | -45.1% | +64.0% | +38.9% |
| All | +206.6% | -27.0% | +233.6% | +211.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling