+11.8%
CRM vs INTU
-40.3%
+52.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.8% | -0.9% | +0.3% |
| 7D | -4.4% | -3.3% | -1.1% | -2.5% |
| 30D | +28.1% | -3.9% | +32.1% | +31.1% |
| 3M | +48.8% | +16.6% | +32.2% | +36.0% |
| 6M | +28.3% | -26.4% | +54.7% | +50.0% |
| YTD | -6.0% | -51.0% | +45.0% | +39.5% |
| 1Y | +1.4% | -50.8% | +52.2% | +49.8% |
| 3Y | +11.8% | -40.1% | +51.9% | +41.1% |
| All | +11.8% | -40.3% | +52.1% | +41.1% |
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