+37.8%
GEV vs INTU
-46.8%
+84.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.5% | -3.7% |
| 7D | -13.2% | -1.2% | -12.0% | -13.4% |
| 30D | -20.6% | +12.4% | -33.1% | -17.1% |
| 3M | -19.5% | +2.3% | -21.8% | -17.8% |
| 6M | -23.3% | -13.3% | -10.0% | -21.8% |
| YTD | +22.2% | -47.9% | +70.1% | +28.9% |
| 1Y | +37.8% | -47.2% | +85.0% | +44.6% |
| All | +37.8% | -46.8% | +84.7% | +44.6% |
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