+44.2%
GEV vs INTU
-47.1%
+91.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -1.7% |
| 7D | +3.7% | +0.1% | +3.7% | +3.8% |
| 30D | -14.7% | +10.1% | -24.7% | -11.5% |
| 3M | -23.4% | -4.2% | -19.2% | -23.1% |
| 6M | -24.3% | -7.2% | -17.1% | -21.6% |
| YTD | +23.2% | -47.7% | +70.9% | +29.6% |
| 1Y | +44.2% | -46.7% | +90.9% | +50.6% |
| All | +44.2% | -47.1% | +91.4% | +50.6% |
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 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