+130.7%
C vs INTU
-38.8%
+169.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.5% |
| 7D | +3.6% | -7.1% | +10.7% | +5.3% |
| 30D | +0.1% | +1.5% | -1.4% | -0.6% |
| 3M | +2.4% | +10.7% | -8.2% | -0.9% |
| 6M | +24.9% | -23.8% | +48.8% | +31.0% |
| YTD | +19.8% | -49.3% | +69.1% | +42.0% |
| 1Y | +44.9% | -49.7% | +94.5% | +71.9% |
| 3Y | +263.0% | -38.0% | +301.0% | +294.7% |
| All | +130.7% | -38.8% | +169.5% | +125.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling