+2,901.0%
DELL vs INTU
+229.3%
+2,671.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.8% | +7.4% | +5.1% |
| 7D | -22.6% | +0.1% | -22.7% | -22.9% |
| 30D | -43.2% | +15.4% | -58.6% | -47.1% |
| 3M | -24.8% | +6.6% | -31.4% | -28.5% |
| 6M | +38.0% | -11.3% | +49.3% | +37.5% |
| YTD | +163.7% | -47.7% | +211.5% | +227.4% |
| 1Y | +122.5% | -47.0% | +169.6% | +174.3% |
| 3Y | +377.0% | -29.9% | +406.9% | +405.7% |
| 5Y | +542.6% | -42.2% | +584.8% | +606.7% |
| 10Y | +2,554.1% | +251.7% | +2,302.5% | +1,171.7% |
| All | +2,901.0% | +229.3% | +2,671.8% | +1,353.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling