+374.7%
C vs INTU
+16,502.9%
-16,128.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.5% |
| 7D | +3.6% | -7.1% | +10.7% | +5.5% |
| 30D | +0.1% | +1.5% | -1.4% | -0.6% |
| 3M | +2.4% | +10.7% | -8.2% | -1.1% |
| 6M | +24.9% | -23.8% | +48.8% | +30.0% |
| YTD | +19.8% | -49.3% | +69.1% | +37.5% |
| 1Y | +44.9% | -49.7% | +94.5% | +66.4% |
| 3Y | +263.0% | -38.0% | +301.0% | +290.6% |
| 5Y | +129.5% | -38.7% | +168.3% | +140.7% |
| 10Y | +291.6% | +221.3% | +70.3% | +174.5% |
| All | +374.7% | +16,502.9% | -16,128.2% | +37.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling