+1,085.7%
DELL vs INTU
-38.8%
+1,124.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +2.6% |
| 7D | +14.9% | -7.1% | +22.0% | +17.7% |
| 30D | +13.3% | +1.5% | +11.8% | +12.2% |
| 3M | +24.4% | +10.7% | +13.7% | +17.9% |
| 6M | +258.0% | -23.8% | +281.8% | +279.9% |
| YTD | +320.2% | -49.3% | +369.5% | +424.8% |
| 1Y | +319.1% | -49.7% | +368.7% | +423.6% |
| 3Y | +706.5% | -38.0% | +744.5% | +809.7% |
| All | +1,085.7% | -38.8% | +1,124.5% | +1,130.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling