+38.0%
DELL vs INTU
-11.6%
+49.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.8% | +7.4% | +3.2% |
| 7D | -22.6% | +0.1% | -22.7% | -22.5% |
| 30D | -43.2% | +15.4% | -58.6% | -43.0% |
| 3M | -24.8% | +6.6% | -31.4% | -24.7% |
| 6M | +38.0% | -11.3% | +49.3% | +54.2% |
| All | +38.0% | -11.6% | +49.6% | +54.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling