+627.7%
GEV vs INTU
-50.4%
+678.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -2.0% |
| 7D | +3.2% | -8.5% | +11.6% | +3.5% |
| 30D | -4.0% | -6.1% | +2.1% | -3.9% |
| 3M | +3.4% | +7.3% | -3.9% | +2.4% |
| 6M | +14.7% | -33.2% | +47.9% | +23.8% |
| YTD | +45.8% | -52.2% | +97.9% | +82.8% |
| 1Y | +57.4% | -52.7% | +110.1% | +98.0% |
| All | +627.7% | -50.4% | +678.1% | +712.6% |
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