+310.5%
C vs INTU
+17,690.3%
-17,379.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -4.9% |
| 7D | -5.3% | +7.1% | -12.4% | -6.9% |
| 30D | -7.3% | +23.0% | -30.3% | -12.2% |
| 3M | -13.5% | +8.7% | -22.2% | -15.9% |
| 6M | -6.5% | -10.1% | +3.6% | -6.4% |
| YTD | +3.6% | -45.7% | +49.3% | +16.4% |
| 1Y | +18.9% | -45.1% | +64.0% | +33.1% |
| 3Y | +205.0% | -26.9% | +231.9% | +213.6% |
| 5Y | +109.4% | -40.0% | +149.3% | +120.0% |
| 10Y | +232.9% | +265.4% | -32.5% | +125.3% |
| All | +310.5% | +17,690.3% | -17,379.8% | +15.9% |
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 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