+377.0%
DELL vs INTU
-29.7%
+406.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.8% | +7.4% | +4.4% |
| 7D | -22.6% | +0.1% | -22.7% | -22.8% |
| 30D | -43.2% | +15.4% | -58.6% | -45.7% |
| 3M | -24.8% | +6.6% | -31.4% | -27.2% |
| 6M | +38.0% | -11.3% | +49.3% | +38.9% |
| YTD | +163.7% | -47.7% | +211.5% | +232.3% |
| 1Y | +122.5% | -47.0% | +169.6% | +178.1% |
| 3Y | +377.0% | -29.9% | +406.9% | +414.7% |
| All | +377.0% | -29.7% | +406.7% | +414.7% |
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 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