+3.1%
CRM vs INTU
-33.2%
+36.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.1% |
| 7D | +2.0% | +0.1% | +1.9% | +1.9% |
| 30D | -7.7% | +10.1% | -17.7% | -13.0% |
| 3M | +8.4% | -4.2% | +12.6% | +10.5% |
| 6M | +31.9% | -7.2% | +39.2% | +33.5% |
| YTD | -17.2% | -47.7% | +30.5% | +17.3% |
| 1Y | -8.6% | -46.7% | +38.1% | +27.9% |
| 3Y | +3.1% | -34.1% | +37.2% | +30.0% |
| All | +3.1% | -33.2% | +36.4% | +30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling