+4,166.8%
DELL vs INTU
+214.1%
+3,952.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.1% | +6.0% | +3.5% |
| 7D | +25.6% | -7.5% | +33.2% | +29.4% |
| 30D | +17.7% | -1.9% | +19.6% | +17.7% |
| 3M | +33.4% | +4.9% | +28.6% | +27.6% |
| 6M | +266.2% | -33.2% | +299.4% | +315.2% |
| YTD | +328.0% | -51.4% | +379.4% | +456.7% |
| 1Y | +339.6% | -52.0% | +391.6% | +473.4% |
| 3Y | +694.6% | -40.7% | +735.3% | +820.0% |
| 5Y | +1,122.0% | -41.7% | +1,163.7% | +1,243.0% |
| All | +4,166.8% | +214.1% | +3,952.7% | +1,970.8% |
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