+19,308.2%
COST vs INTU
+17,078.7%
+2,229.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.9% |
| 7D | +3.9% | -3.9% | +7.9% | +4.7% |
| 30D | +13.5% | +12.0% | +1.5% | +11.2% |
| 3M | +15.3% | +2.3% | +13.0% | +14.5% |
| 6M | +9.2% | -12.1% | +21.2% | +10.2% |
| YTD | +26.9% | -47.5% | +74.4% | +39.1% |
| 1Y | +19.7% | -46.9% | +66.6% | +30.8% |
| 3Y | +96.0% | -33.5% | +129.5% | +103.5% |
| 5Y | +124.0% | -41.2% | +165.3% | +133.6% |
| 10Y | +760.6% | +233.5% | +527.1% | +563.1% |
| All | +19,308.2% | +17,078.7% | +2,229.6% | +6,656.6% |
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