+143.3%
DELL vs INTU
-46.5%
+189.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.5% | -12.3% | -8.8% |
| 7D | -24.6% | +8.7% | -33.3% | -24.7% |
| 30D | -32.5% | +25.9% | -58.3% | -33.5% |
| 3M | -20.2% | +10.7% | -30.9% | -20.8% |
| 6M | +76.5% | -11.6% | +88.0% | +78.6% |
| YTD | +198.9% | -45.4% | +244.3% | +221.4% |
| 1Y | +143.3% | -45.2% | +188.6% | +159.7% |
| All | +143.3% | -46.5% | +189.8% | +159.7% |
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