+254.6%
GLW vs INTU
-41.3%
+295.8%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.6% | +6.8% | +7.4% |
| 7D | +1.4% | -3.9% | +5.3% | +1.5% |
| 30D | -18.2% | +12.0% | -30.2% | -18.5% |
| 3M | -24.2% | +2.3% | -26.5% | -24.4% |
| 6M | -41.7% | -12.1% | -29.6% | -41.0% |
| YTD | +38.3% | -47.5% | +85.8% | +57.3% |
| 1Y | +38.2% | -46.9% | +85.1% | +56.5% |
| 3Y | +363.4% | -33.5% | +396.9% | +376.8% |
| 5Y | +254.6% | -41.2% | +295.8% | +245.3% |
| All | +254.6% | -41.3% | +295.8% | +245.3% |
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