+7.1%
CRM vs INTU
-49.4%
+56.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | +0.1% |
| 7D | +1.3% | -7.1% | +8.3% | +5.8% |
| 30D | +34.3% | +1.5% | +32.9% | +33.0% |
| 3M | +37.7% | +10.7% | +27.0% | +29.3% |
| 6M | +34.9% | -23.8% | +58.8% | +53.6% |
| YTD | -1.6% | -49.3% | +47.7% | +47.1% |
| 1Y | +7.1% | -49.7% | +56.8% | +61.0% |
| All | +7.1% | -49.4% | +56.5% | +61.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling