+2,566.3%
DELL vs INTU
+236.7%
+2,329.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.7% |
| 7D | -18.1% | -1.2% | -16.9% | -17.9% |
| 30D | -42.9% | +12.4% | -55.3% | -46.2% |
| 3M | -26.9% | +2.3% | -29.1% | -29.3% |
| 6M | +28.8% | -13.3% | +42.1% | +30.0% |
| YTD | +168.4% | -47.9% | +216.3% | +233.8% |
| 1Y | +136.8% | -47.2% | +184.0% | +192.3% |
| 3Y | +375.3% | -33.9% | +409.2% | +417.8% |
| 5Y | +551.0% | -41.3% | +592.4% | +610.2% |
| 10Y | +2,566.3% | +237.9% | +2,328.4% | +1,157.4% |
| All | +2,566.3% | +236.7% | +2,329.6% | +1,157.4% |
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