+542.4%
GLW vs INTU
+251.7%
+290.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -1.0% | +10.2% | +9.5% |
| 7D | -5.9% | -3.9% | -1.9% | -5.1% |
| 30D | -26.0% | +11.7% | -37.7% | -28.4% |
| 3M | -29.9% | +4.5% | -34.4% | -32.0% |
| 6M | -37.8% | -13.9% | -23.9% | -37.9% |
| YTD | +33.1% | -48.2% | +81.3% | +57.2% |
| 1Y | +36.8% | -47.1% | +84.0% | +60.0% |
| 3Y | +356.1% | -32.5% | +388.6% | +358.2% |
| 5Y | +243.8% | -42.6% | +286.4% | +253.2% |
| 10Y | +542.4% | +235.3% | +307.1% | +151.9% |
| All | +542.4% | +251.7% | +290.7% | +151.9% |
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