+238.9%
CRM vs INTU
+219.6%
+19.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.8% | -0.9% | +0.1% |
| 7D | -4.4% | -3.3% | -1.1% | -2.2% |
| 30D | +28.1% | -3.9% | +32.1% | +31.4% |
| 3M | +48.8% | +16.6% | +32.2% | +34.1% |
| 6M | +28.3% | -26.4% | +54.7% | +53.4% |
| YTD | -6.0% | -51.0% | +45.0% | +47.0% |
| 1Y | +1.4% | -50.8% | +52.2% | +57.7% |
| 3Y | +11.8% | -40.1% | +51.9% | +47.0% |
| 5Y | -2.0% | -41.2% | +39.2% | +24.2% |
| All | +238.9% | +219.6% | +19.3% | +31.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling