+2.8%
DIS vs INTU
-47.4%
+50.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | +0.9% | -4.1% | +5.0% | +1.3% |
| 30D | +8.9% | +12.8% | -4.0% | +7.6% |
| 3M | +14.5% | +2.1% | +12.4% | +14.2% |
| 6M | +12.2% | -11.5% | +23.7% | +11.9% |
| YTD | +4.7% | -47.9% | +52.6% | +12.9% |
| 1Y | +2.8% | -47.7% | +50.5% | +10.5% |
| All | +2.8% | -47.4% | +50.2% | +10.5% |
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