+31.9%
DIS vs INTU
+232.2%
-200.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | +1.9% | +0.1% | +1.8% | +1.9% |
| 30D | +9.2% | +10.1% | -0.9% | +5.4% |
| 3M | +13.5% | -4.2% | +17.7% | +14.5% |
| 6M | +14.3% | -7.2% | +21.5% | +14.0% |
| YTD | +5.4% | -47.7% | +53.1% | +28.7% |
| 1Y | +12.2% | -46.7% | +58.9% | +35.7% |
| 3Y | +37.2% | -34.1% | +71.3% | +46.8% |
| 5Y | -23.1% | -43.3% | +20.2% | -16.7% |
| All | +31.9% | +232.2% | -200.4% | -21.7% |
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