+2,662.4%
DELL vs INTU
+232.2%
+2,430.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.4% | -7.6% | -7.3% |
| 7D | +4.9% | +0.1% | +4.8% | +4.8% |
| 30D | -32.1% | +10.1% | -42.1% | -35.4% |
| 3M | -30.2% | -4.2% | -26.0% | -30.6% |
| 6M | +41.7% | -7.2% | +48.9% | +38.9% |
| YTD | +176.6% | -47.7% | +224.3% | +243.5% |
| 1Y | +159.9% | -46.7% | +206.6% | +219.6% |
| 3Y | +388.0% | -34.1% | +422.0% | +432.4% |
| 5Y | +578.2% | -43.3% | +621.5% | +653.9% |
| All | +2,662.4% | +232.2% | +2,430.1% | +1,194.7% |
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 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