+7.7%
DIS vs INTU
-47.2%
+54.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.0% | +3.0% | +2.1% |
| 7D | +5.3% | -3.9% | +9.3% | +5.8% |
| 30D | +10.2% | +11.7% | -1.5% | +9.0% |
| 3M | +13.5% | +4.5% | +9.1% | +13.0% |
| 6M | +11.1% | -13.9% | +25.0% | +11.1% |
| YTD | +5.5% | -48.2% | +53.7% | +14.6% |
| All | +7.7% | -47.2% | +54.9% | +16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling