+34.2%
DIS vs INTU
+247.3%
-213.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | +0.9% |
| 7D | +5.2% | +0.1% | +5.1% | +5.2% |
| 30D | +11.5% | +15.4% | -4.0% | +5.9% |
| 3M | +11.5% | +6.6% | +5.0% | +8.3% |
| 6M | +8.9% | -11.3% | +20.2% | +10.4% |
| YTD | +3.4% | -47.7% | +51.1% | +26.3% |
| 1Y | +7.2% | -47.0% | +54.2% | +30.1% |
| 3Y | +43.3% | -29.9% | +73.2% | +49.2% |
| 5Y | -31.4% | -42.2% | +10.8% | -26.3% |
| All | +34.2% | +247.3% | -213.1% | -22.0% |
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