+32.9%
DIS vs INTU
+240.8%
-207.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.1% |
| 7D | +0.6% | -3.9% | +4.5% | +1.9% |
| 30D | +10.3% | +12.0% | -1.7% | +5.8% |
| 3M | +15.6% | +2.3% | +13.3% | +13.9% |
| 6M | +15.1% | -12.1% | +27.2% | +17.2% |
| YTD | +6.0% | -47.5% | +53.5% | +29.3% |
| 1Y | +5.7% | -46.9% | +52.6% | +28.1% |
| 3Y | +39.8% | -33.5% | +73.3% | +49.1% |
| 5Y | -23.9% | -41.2% | +17.4% | -18.8% |
| 10Y | +32.9% | +233.5% | -200.6% | -21.0% |
| All | +32.9% | +240.8% | -207.8% | -21.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling