+643.2%
GEV vs INTU
-49.6%
+692.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.1% | +7.3% | +3.3% |
| 7D | +8.1% | -7.5% | +15.6% | +8.5% |
| 30D | -1.9% | -1.9% | 0.0% | -2.0% |
| 3M | +4.1% | +4.9% | -0.8% | +3.6% |
| 6M | +23.2% | -33.2% | +56.4% | +33.5% |
| YTD | +48.9% | -51.4% | +100.3% | +86.5% |
| 1Y | +62.2% | -52.0% | +114.2% | +104.1% |
| All | +643.2% | -49.6% | +692.8% | +729.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling