+232.7%
GLW vs INTU
-43.4%
+276.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.8% | -4.3% |
| 7D | +7.7% | +0.1% | +7.7% | +7.7% |
| 30D | -18.8% | +10.1% | -28.9% | -19.1% |
| 3M | -27.7% | -4.2% | -23.6% | -27.6% |
| 6M | -44.4% | -7.2% | -37.2% | -44.3% |
| YTD | +31.3% | -47.7% | +79.0% | +49.3% |
| 1Y | +40.0% | -46.7% | +86.7% | +58.2% |
| 3Y | +339.2% | -34.1% | +373.3% | +353.0% |
| All | +232.7% | -43.4% | +276.1% | +223.7% |
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