+4,681.2%
DELL vs INTU
+219.3%
+4,462.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +2.9% |
| 7D | +14.9% | -7.1% | +22.0% | +18.3% |
| 30D | +13.3% | +1.5% | +11.8% | +11.9% |
| 3M | +24.4% | +10.7% | +13.7% | +16.5% |
| 6M | +258.0% | -23.8% | +281.8% | +282.3% |
| YTD | +320.2% | -49.3% | +369.5% | +437.4% |
| 1Y | +319.1% | -49.7% | +368.7% | +436.2% |
| 3Y | +706.5% | -38.0% | +744.5% | +817.7% |
| 5Y | +1,071.9% | -38.7% | +1,110.6% | +1,162.0% |
| 10Y | +4,683.5% | +221.3% | +4,462.1% | +2,285.7% |
| All | +4,681.2% | +219.3% | +4,462.0% | +2,286.1% |
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